What Does it Mean to be a 5 Star Rated Financial Advisor in the Paladin Registry?
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...
Is the Personal Financial Advisor a Dinosaur?
Venture capitalists are betting hundreds of millions of dollars on firms that deliver web-based investment services. They are betting these firms will change the way...
Are All Certified Financial Planners ™ (CFPs®) Created Equal?
Absolutely not! The designation means the Certified Financial Planners ™ completed some coursework and passed an examination. It does not mean the planner is an...
The Evolution of the Financial Fiduciary
There is a lot of discussion about who is a fiduciary and who should be a fiduciary. At the core of the discussion is protecting...
Choosing Between a Financial Advisor and a Robo Advisor
In the past few years, much has been written about the rise of robo advisors, websites offering automated investment-allocation advice and other portfolio management services....
How to Get Started When You are Ready to Invest
It’s great that you are ready to start your investment journey. However, with that decision comes the big question: Where do you invest your money...
Active Investing or Passive Investing – 5 key differences
Active investing sounds like a positive, proactive way to invest your assets. Passive investing sounds boring – your financial advisor is not doing much. Here...
What is a Realistic Investment Performance Benchmark?
You make your financial advisor accountable for beating the stock market. You make the S&P 500 index fund your proxy for the performance of the...
How to Research Investment Products
You believe your advisor is a financial expert. He recommends an investment of $50,000 in a particular financial product: Mutual fund, hedge fund, index fund, Exchange...
Finding a Financial Advisor to Manage Your Assets or DIY?
You may be accumulating assets or preserving assets if you are already retired. Either way you have to make a number of critical financial decisions...
