Do I need a Financial Planner or a Wealth Manager?
By: Jonathan Dash
When it comes to investing, saving for a better future, or managing your wealth, deciding on whether you should seek the guidance of a financial...
How to Get the Best Financial Advice You Deserve From an Advisor
What is your financial advisor’s most valuable asset? It’s not just investments, taxes, financial plans and saving strategies. It’s not their fancy, high-tech system or...
Should You Hold Or Sell Your Long-Term U.S. Government Bonds?
By: Jonathan Dash
The Pandemic and the ensuing Fed actions to revive the market by easing liquidity has pushed the yield of the benchmark 10-year Treasury bonds to...
2020: Embracing the Silver Linings
By: Brain McKinney
As 2020 draws to a close, it’s likely that many of us are harboring a host of mixed emotions surrounding the events of the past...
Paladin’s Registry of Financial Advisors is a Free Service for Investors
By: Jack Waymire
The world’s first financial advisor directory was the Yellow Pages®. All you had to do was thumb through the pages until you found the listings...
How to Find the Best Financial Advisors
By: Jack Waymire
Your first step is to determine the criteria you will use to identify and select the best financial advisors or financial planners. They do not...
What is an Investment Performance Benchmark?
By: Jack Waymire
A Benchmark is a performance goal. Your advisor is paid to produce results that beat the performance of your benchmark. If your advisor does not...
Select an Independent Financial Advisor to Invest Your Assets
By: Jack Waymire
The word “independent” has a lot of positive connotations, but it can also be a deceptive sales pitch by financial advisors who sell retirement products...
Is a Stockbroker a Real Financial Advisor?
By: Jack Waymire
No, they are not. Then why is there so much confusion? It starts with stockbrokers telling investors they are financial advisors. They make this false...
What Does it Mean to be a 5 Star Rated Financial Advisor in the Paladin Registry?
By: Jack Waymire
Financial advisors could have track records, but 99% do not. Why should they produce track records if they don’t have to? Investors are willing to...