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Posts Tagged "Financial Planning"

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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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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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