Our clients know that we put their interests first by eliminating possible conflicts of interest.
And not only clients recognize our grasp of global investing. After a veteran reporter for Money Magazine, Carla Fried, read Ken’s latest newsletter she asked for an interview. Following the interview and exchange of information contained in the article, Carla published The Case for Global Investing. The article is on page 41 of the September magazine. You can buy it in bookstores nationwide or read the article online:
Global View interview, Ken quoted in Money Magazine: The Case for Global Investing
We have learned from the experience of the legendary Jean Marie Eveillard that global investing can lead to lower risk and higher returns. In the article, Ken says investors should have a significant allocation to both overseas developed and emerging markets, a view shared by Jean Marie and the precious few others whose investment opinions we respect.
To learn more about our more complete view, reach out to Ken by email: ken@globalviewinv.com or call us 272-0818.
Joey's primary focus is working with clients in the goals setting and financial planning process. He has extensive experience is in helping clients facilitate the decision making process, leading them through the implementation of their financial plan and contributing to their peace of mind. This includes helping clients gain an understanding of estate planning, charitable giving, and helping them implement these plans by working closely with estate planning attorneys.
Schedule a free, no-strings-attached portfolio review today.
Talk With Us