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Posts Tagged "Retirement Planning"

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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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Golfing and Rocking Chairs can get old fast!

Golfing and Rocking Chairs can get old fast!

Retirement – Many people dream of the day when they will not have the stress or daily demands from their employer, customers, and colleagues. For some, the work is not satisfying or it is just not a pleasant environment to work. No matter the reason, most people only focus on…

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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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Quarterly Newsletter to the Public Q3 2014

“Life’s bills don’t always come at market tops.” Charles deVaulx, International Value Advisors (former co-manager with Jean Marie Eveillard at First Eagle Global) Executive Summary The key thesis of our investment strategy is that a “go anywhere” approach of buying cheap high quality securities is the recipe for investment success….

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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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