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Posts Tagged "Certified Financial Planners"

Currently Browsing Certified Financial Planners :

Certified Financial Planners“CFP and Certified Financial Planner marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Those wanting to become a CFP professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement. Attaining the CFP designation takes experience and a substantial amount of work. CFP professionals must also complete continuing education programs each year to maintain their certification status.” – Investopedia


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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Quarterly Newsletter to the Public Q1 2015

Quarterly Newsletter Q1 2015 April 28, 2015 “In Math, we can sort of know that we’re wrong.  We can even sometimes know that we’re right … The main thing is where you set the bar between success and failure.  Some people will say 99 percent correct is failure because you…

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Rare Interview with Jean Marie Eveillard

Recently legendary value investor Jean Marie Eveillard offered a rare interview with Consuelo Mac of WealthTrack.  Eveillard’s low risk and high return investment track record is unrivaled.  In this interview, Jean Marie explains how he transitioned his investment strategy from a pure deep value Benjamin Graham method of valuation to…

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Quarterly Newsletter to the Public Q4 2014

Quarterly Newsletter to the Public Q4 2014 January 30, 2015 “The More I Sweat in Peace, the Less I bleed in War.” Norman Schwartzkopf (re-quoted from Vijaya Lakshmi Pandit, Indian Diplomat) Executive Summary In order to avoid fatal mistakes, prolonged periods of patience may be required, i.e. we have to…

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Ken Moore Awarded 5-Star Rating on Paladin Registry

Global View is pleased to announce that partner Ken Moore CFP has been accepted into the Paladin Registry. Ken was awarded a 5 Star Quality rating, the highest available from the service. Paladin Registry has been researching and rating advisory services nationwide since 2003. According to the Paladin Registry website, Wall Street employs…

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Tis The Season…For Charitable Giving!

U.S. Trust publishes annual statistics on how and why high-net worth families give to charity.  The Executive Summary is always insightful, providing a wealth of statistics into what drives wealthy donors to give and what strategies they use to prioritize and distribute their charitable giving dollars.  For those readers interested,…

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Tax Planning vs. Tax Preparation

It’s Time to Do Your Taxes! What?  It’s not April 15th, is it? Well, you’ve got me there.  But, it is the time to lower your 2014 tax bill if you were unhappy with what you paid last year.  What I’m talking about is tax planning.  And this is a…

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Quarterly Newsletter to the Public: Q2 2014

“People are asking me where the outlook is good, but that’s the wrong question… The right question is:  Where is the outlook the most miserable.’”  Legendary global investor John Templeton Executive Summary At the Morningstar conference in Chicago in June, some of the industry’s best and brightest were out sharing…

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