Every financial advisor claims to be an expert you can trust. Should you believe them?

  • This undocumented claim is a sales tactic - 75% of the time. 
  • We are experts on financial advisors and Wall Street business practices.
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FREE Paladin service matches you to local advisors with 5 Star quality ratings!

Our ratings are based on research that documents advisor credentials, ethics, business practices, and financial services.

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Questions for Financial Advisors

Advisors do not disclose weaknesses. You have to ask the right questions and know good answers from bad ones.

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Check Advisor Credentials

Some advisors use fake certifications to convince you they are real financial experts. Check advisor credentials before you buy.

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Investor Watchdog

Is Wall Street your friend or your adversary? The correct answer is both. Read about Wall Street business practices that impact you.

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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

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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!

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How Good is Your Performance?

How good is your advisor's relative performance? Select a FREE Paladin Performance Benchmark and compare your investment results.

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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.

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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

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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. 

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