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Financial Planning

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


Why is Your 401k Fund so Risky?

Why is Your 401k Fund so Risky?

Why is Your 401k Fund so Risky?  Because Experts are Telling You to Buy Funds Run by Clerks Managing Other People’s Money (with no skin in the game)! In last week’s story, Joe was forced to retire a decade later than planned because his portfolio took a tumble.  And it…

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Help Others You Love Become Credit Worthy

Help Others You Love Become Credit Worthy

Because nearly everyone starting out uses credit to buy a car, home or pay for school, credit scores are a crucial piece of your financial life. And while most people dislike debt, you will likely use it. Which means you should manage it well. Almost everything you do with money…

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Setting the Path: College Education

Setting the Path: College Education

Few college applicants are adequately prepared to make the most important decision of their life.  A wrong decision can result in wasted dreams, delayed retirement, and hundreds of thousands of dollars thrown away.  Seek professional counsel if you have doubts.  We can point you in the right direction.  In Greenville,…

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Investment Newsletter

Investment Newsletter June 1, 2016 Executive Summary In our last letter, we suggested that the stock market might start to once again behave as we would expect by trading more on fundamentals than on momentum.  We are happy to report that this changing of the guard appears to be taking…

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