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Financial Planning

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Financial Planning Analysis & Trends. Commentary from Global View Investment Advisors


Confusopoly at TIAA “If They Cry, They Buy”

Confusopoly at TIAA “If They Cry, They Buy”

Yesterday Pulitzer-prize winning author Gretchen Morgenson at the New York Times, wrote another article, New York Attorney General Subpoenas TIAA Over Sales Practices,  highlighting the confusopoly at TIAA. As we discussed earlier, the financial services industry is a confusopoly  (a term coined by Dilbert cartoonist and author Scott Adams), an industry…

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Confusopoly:  Is TIAA Preying on Investors?

Confusopoly: Is TIAA Preying on Investors?

Our readers may be familiar with the work of Scott Adams, who coined the term confusopoly, which describes any industry that benefits from keeping consumers confused. The Financial services industry is clearly a confusopoly. And executives at financial services firms understand human beings are not only irrational, but actually (nearly)…

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How to Pick Investment Managers Responsibly (It’s About Your Retirement and Your Grandkids)

How to Pick Investment Managers Responsibly (It’s About Your Retirement and Your Grandkids)

Responsible people with serious money don’t want to lose it and not make it back. Responsible people don’t take unnecessary risks jeopardizing retirement income. Responsible people don’t transfer wealth from grandchildren to big banks and insurance companies by buying expensive, unnecessary products). Responsible people understand there is nothing for free. You must take risk to get…

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Kids Need Hands-On Lessons to Manage Money

Kids Need Hands-On Lessons to Manage Money

Kids are unprepared for inheritance because families don’t talk about money. Gifting college-age kids money in a brokerage account is a good start. To teach kids about taxes, get them to prepare a return by hand while their taxes are simple and still easy. http://www.barrons.com/articles/heirs-need-hands-on-financial-lessons-1503421971  

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