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Financial Planning

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


Should Dave Ramsey be Held to the Fiduciary Standard?

Should Dave Ramsey be Held to the Fiduciary Standard?

Dave Ramsey is being paid to mislead investors. Dave Ramsey tells his constituents to do business with commission brokers who sell them products in exchange for a commission. These brokers are not held to a fiduciary standard and as such are not required to put the client’s interests first. The…

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Dividing a Family with Inheritance

f you are going to leave an inheritance for your children the most important planning tool is communication. As hard as it may be for some, sitting down with your adult children and explaining your wishes is tremendously important in keeping the family together after you are gone. Roles Usually,…

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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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2015 Year End Planning Checklist

2015 Year End Planning Checklist       Thanksgiving is here and Christmas is not far down the road. Here are a few tax specific items we recommend you revisit as 2015 draws near its conclusion. Capital gains – If you have a legacy stock you have owned for a…

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