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Posts Tagged "Fiduciary"

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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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Taking Action for Your Financial Future

According to an article published in Forbes “80% of financial planning recommendations don’t lead to action,” leaving only 20% implemented. Global View strives to have 100% of recommendations implemented. The first step Global View utilizes to achieve 100% implementation is to gain a full understanding of our client’s current financial situation through collaborative…

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