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...
5 Tips Help You Select the Best Investment Advisors
Paladin’s Registry service actually started in 2003 when “Who’s Watching Your Money?” a book that was written by the founder, was first published. This book established...
Never Assume When Trying to Find a Financial Advisor
Assumptions can be extremely dangerous when trying to find a financial advisor. An advisor may look the part, sound the part and even feel like...
How to Monitor Investment Performance
If your money is going to fund your retirement, your investment performance will impact when you retire, how you live during retirement, and your financial...
Jack Waymire Helps Investors Protect Themselves
Jack Waymire spent 28 years in the financial services industry. For 21 of those years as the president of a Registered Investment Advisory firm that...
