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Posts by: awiles

Morgan Stanley Caught in Cross Selling Scandal

Everyone is talking about cross selling since the scandal at Wells Fargo. The more you hear about this the more you become aware of the conflicts of interest this underscores. This week the Massachusetts Attorney General brought a suit against Morgan Stanley for overly aggressive cross selling. Every publicly traded…

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Kurt Schumacher Joins Global View Investment Advisors

Kurt Schumacher Joins Global View Investment Advisors

Greenville, South Carolina – June 30, 2016 – Kurt Schumacher brings a wealth of estate planning knowledge with him as he joins Global View Investment Advisors. A graduate of Harvard College and Harvard Law School, Kurt Schumacher has been counseling individuals and families on wealth preservation and transfer for over…

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Fiduciary Responsibility

Is Wells Fargo working for its clients or shareholders?  Does it make sense for a Financial “Advisor” to be pressured to maximize the number of “products” that his clients have? “The issue now is whether Wells Fargo is stepping over the line, both by selling products to customers that may…

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Elite Manager Closing Funds

The two flagship funds of Global View’s favorite Investment Manager have been soft closed for the past six months, since cumulatively reaching $700 million in assets under management. Soft closing the funds inhibits access from new investors, and allows current shareholders to add to their positions. This permitted Global View…

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Money for Nothin’ Writing Checks for Free

Money for Nothin’ Writing Checks for Free

The following is the latest Investment Outlook from Bill Gross, titled “Money for Nothin’, Writing Checks for Free”.  The commentary discusses the extraordinary actions that the Federal Reserve is now engaged, as well as other major Central Banks. From my perspective, the long story-short is that this economic activity is…

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Euro Area in Recession Since Third Quarter of 2011

The Centre for Economic Policy Research, the European agency who officially dates recessions and expansions, declared that the Euro Area has been in recession since the 3rd Quarter of 2011.  Their official release date was November 15, 2012. The ECRI, from whom we buy economic data, has been signaling that…

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Here’s a Interesting, Timely, Economic Measure

Here’s a Interesting, Timely, Economic Measure

Dividends: U.S. Deeper in Recessionary Territory As promised, we’re updating our chart showing the number of publicly-traded companies that have acted to decrease their dividends through the end of October 2012 – providing what might perhaps be the simplest and best near-real time picture of the state of the health of…

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Independent Economic Data Analysis

Independent Economic Data Analysis

Global View’s team has communicated to our clients that Global Economic Activity is slowing toward recessionary readings, or indeed has actually entered recession.  Obviously, we will not know for sure if and when a recession began, until well after the beginning has passed.  As you know, we rely heavily on…

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