TDF risks to your Retirement Savings
We each have only one life path, and we each prepare differently for retirement. Despite claims that investments rule, the most important aspect of our...
How do You Know You Need Investment Management?
If you are lucky, there comes a point in your life when the question of “Do I need a professional to help me with my...
The Markets Mid-Year Review
Let’s start with this past week – Markets climbed higher this past week as investors were buoyed by better than expected employment figures. Stocks were...
Obamacare Increases Your Need to Plan for Retirement
The number one reason Americans file for personal bankruptcy is medical expenses. And, Obamacare just increased this risk for millions of Americans who may not...
Emerging Markets Exposure – Direct vs Indirect
This article is Part 2 of a 3 part series on Emerging Markets Exposure: Where & How Much? We have two ways to gain emerging...
Short-termism and Constant Expected Investment Returns
Individuals have come to believe that they should expect 10% returns. Why shouldn’t they, given the recent strong returns over the last 5 years? Nonetheless,...
Transparency Ratings for Online Financial Advisors (Robos)
Wall Street prefers traditional financial advisors that meet with you face-to-face. This method of contact maximizes the impact of advisor sales and relationship skills. What...
Online Investment Advice and Robo-Advisors
A number of recent articles in the investment press have focused on the rise of online investment advice, including so-called robo-advisors. A recent article also...
What is an Online Financial Advisor (Robo)?
Paladin produces research reports that document all types of financial professionals and firms. An Online Financial Advisor (Robo) is a new type of firm that...
Five Tips For Selecting A 5 Star Financial Advisor
You want a financial expert you can trust to help you invest your retirement assets. Every financial advisor you talk to claims to be a...
