Questions for Financial Advisors
Advisors do not disclose weaknesses. You have to ask the right questions and know good answers from bad ones.Research An Advisor
Check Advisor Credentials
Some advisors use fake certifications to convince you they are real financial experts. Check advisor credentials before you buy.Check a Credential
Is Wall Street your friend or your adversary? The correct answer is both. Read about Wall Street business practices that impact you.Visit Watchdog
What Are Target Date Funds? How do They Work?
Target date funds (TDFs) were first introduced in the early 1990s by Barclays Global Investors (BGI) and were originally used for college savings plans. The target date, for example the 2020 fund, is an event date. In the case of college savings plans, it’s the year that a student intends to enroll in a college. Read More
How to Select the Best Advisor
Do not select the advisor with the best sales skills. Select the advisor with the best qualifications, ethics, business practices, and services. We tell you how!Select the Best
How Good is Your Performance?
How good is your advisor's relative performance? Select a FREE Paladin Performance Benchmark and compare your investment results.Select a Benchmark
Fire My Advisor!
There is a right way and wrong way to fire an under-performing financial advisor. The right way minimizes your exposure to risk and unnecessary expense.Fire an Advisor
Facts About Retirement
Good financial advice helps you retire on time and live comfortably for the rest of your life. Bad financial advice can be catastrophic. Know the difference.Your Retirement
5 Retirement risks that impact you.
Accumulating enough assets during your working years is a major challenge. Preserving those assets for 30 retirement years is an even bigger challenge.Download Now