Why Independent Financial Planners are Better than Advisors Who Work at a Big Firm
Myth: Working with a financial planner from a big, well-known firm is always best. Truth: Small, independent financial planners offer huge benefits for an investor....
What Are Those Letters After Your Name? Credentials for Financial Advisors Explained
Alphabet soup. It’s a real thing. And it’s a problem. Alphabet soup refers to the abundance of acronyms typically found after a professional’s title. Doctors,...
How Longevity Has Changed Retirement and the Meaning of Reasonable Risk
People are living longer, and that may be a blessing, but when those same people don’t apply that fact to their retirement plan, it can...
The Financial Equation: Bear Markets … Time to Panic?
President Trump’s handling of both trade issues and the fed interest-rate hikes has caused some market volatility, and many world stock markets have either fallen...
IRA Advantages and Disadvantages – What You Need to Know
What is a better fit for you as an investor: A traditional IRA or a Roth IRA? Whether you’re a financial planning Do-It-Yourselfer or you’re...
New Codes and Standards Redefine Certified Financial Planner
With the introduction of an updated code of conduct, holders of the Certified Financial Planner (CFP) designation will now have to adhere to stricter rules...
Compile a List of Financial Advisors in Just Minutes
Your friend recommended a financial advisor. You saw an ad for another financial advisor. You recognized the name of the firm of an older financial...
4 Tips from Google That Will Help You Find the Best Financial Advisor
What do you type into a Google search bar to find the best financial advisor? Is it your city and state? The service you want?...
RIA vs IAR: What Is the Best Type of Financial Advisor for You?
Financial advisors use a disturbing number of titles and qualifications these days, making it a challenge for an investor to determine what kind of advisor...
What Do I Do About a Bad Financial Advisor? Paladin Registry Complaints
Paladin Registry has helped thousands of investors find the best financial advisor to work with. Unfortunately, many of these investors have come to Paladin because...
