What is a Certified Financial Planner (CFP)?
By: William Hayslett
A CFP or Certified Financial Planner designation is bestowed upon individuals who have successfully cleared the CFP Board examination. These individuals have extensively studied financial...
Understanding Your Investment Risk Profile
By: Jonathan Dash
Benjamin Graham, one of the greatest investors of yesteryears, famously said, “Successful investing is about managing risks, not avoiding it.” Risk, to put it simply,...
What is a Robo-Advisor and Should you use one?
By: William Hayslett
In the year 2020, more than 10 million brokerage accounts were opened by investors in America, despite the coronavirus pandemic. The economic shock induced by...
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...
What is FINRA and What is the Role of FINRA (Financial Industry Regulatory Authority)
By: Jonathan Dash
If you are someone who scrutinizes their account statements or your financial documents, you might have come across the word ‘FINRA’ – probably in a...
The Wolf on Wall Street Wants Your Retirement Assets!
By: Jack Waymire
There is a rule on Wall Street that says the best assets reside in your Individual Retirement Account (IRA). The assets tend to be more...