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Find a Financial Advisor or They Will Find You
What is safer? You can find a financial advisor on your own or you can select a financial advisor who finds you. The easy way is to select an advisor who finds you. If you go down this path you may be...
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Is Your Financial Planner a Real Expert?
How do you determine if your financial planner is a real expert or a sales representative masquerading as a financial planner to sell you investment and insurance products? Everyone needs a financial...
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Should Your Tax Expert Also Be Your Financial Planner?
Taxes can have a major impact on your financial planning and investment strategies. Consequently, your CPA® is a source of valuable information for minimizing your taxes. However, some CPAs® provide...
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Wall Street Likes Confused Investors
In a recent survey, 89.7% of investors told us they did not want sales reps investing their assets. They prefer financial planners or financial advisors. Why? Reps are paid one-time commissions to sell...
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Financial Planning Lessons from the Winchester Mystery House
Oliver Winchester manufactured the Winchester repeater also known as the “Gun that won the West” in 1834. When he died in 1880, he left the company and his fortune to his son William who died of...
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How to Avoid Financial Advisors Who Use Fake Credentials
It all starts with financial advisors’ perception of investors. They know investors want financial experts helping them invest their assets. This creates a major marketing challenge for advisors with...
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5 Tips for Selecting the Best Financial Planner
Are there fake financial planners? You bet there are and they are extremely dangerous. Fake financial planers provide bogus financial plans that are designed to sell investment and insurance products....
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The 5 Biggest Mistakes Investors Make When They Select A Financial Advisor
Just about every investor in America has terminated relationships with one or more financial advisors. Termination is their way of acknowledging they selected the wrong financial advisor. And, every...
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New Paladin Service Exposes Financial Advisors Who Use Fake Credentials!
Paladin Research & Registry announced the launch of a new service that provides a one page research report and a peer group quality rating for more than 250 financial advisor certifications and...
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Will Congress Step Forward and Help the Investor?
In a recent Forbes article, Edward Siedle suggested that additional subpoenas may be issued to pension advisors in connection with New York’s investigation of the pension consulting industry. The...
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The Reality of the Top 5 Investment Myths
There are five investment myths that financial advisors use to gain control of your assets. The advisors combine these myths with finely honed sales tactics to convince you to buy what they are...
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Fixing ERISA to Protect Against High Plan Fees
The Employees Retirement Income Security Act (ERISA) was created to protect and promote the interests of pension plan participants and their beneficiaries. Unfortunately, ERISA, in its present form,...
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Investor Apathy Creates Major Financial Risks – Updated September 2014
Every year Paladin provides education to thousands of investors who use the services of financial planners, financial advisors, and money managers. Our experience shows 90% of these investors need a...
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Should Your Tax Expert Also Be Your Financial Planner? – upd Jan’15
Taxes can have a major impact on your financial planning and investment strategies. Consequently, your CPA® is a source of valuable information for minimizing your taxes. However, some CPAs® provide...
View ArticleFinancial Literacy is Saying, “What Would Mom Do?” Before Every Purchase
Financial literacy is important. Despite the nationwide push by companies, websites, the federal governments and the school systems the statistics show that not only are millions of Americans living...
View Article3 Do-It-Yourself Investing Pitfalls
Whether looking to upgrade the kitchen, find a new job, or decide which positions to buy for a 401(k), you must decide: should you do it yourself or consult a professional? While the dangers of trying...
View Article3 Investing Mistakes to Avoid
I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim to the 3 simplest of investing mistakes. Whether rich or poor, market folly does not...
View ArticleA Financial Plan Can Reduce Your Worrying
The events that recently unfolded over in Greece is what inspired this month’s article. Often, the financial media sensationalizes stories that really have little to do with most individual’s...
View ArticleRisk & Your Investments – What You Need to Know
Risk is one of the most important concepts to understand when it comes to investing (AND life in general), but risk in and of itself is a very detailed and complicated topic. There are many different...
View ArticleDo You Know What You’ve Invested In?
I can’t tell you how many times I’ve had people say something to me along the lines of this: “I’m not really sure what I’m invested in”…yikes! Now, not everyone wants to know what they are invested...
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