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
How do You Know You Need Investment Management?
If you are lucky, there comes a point in your life when the question of “Do I need a professional to help me with my investment management needs?” becomes relevant. It is often a change in financial circumstances such as: receiving an inheritance, a lump sum payout from a 401(k), selling a business or other 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