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Financial Planning

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


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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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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