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Financial Adviser

What Your Financial Adviser Should be Doing for You

PaladinRegistry.com | Posted 08.27.2015 | Business
PaladinRegistry.com

Average investors who buy mutual funds, insurance policies, annuities and other types of investments work under the assumption that their financial adviser is working in their best interests. This is a false assumption.

Republican Presidential Candidates Sound a Lot Like Financial Advisers

PaladinRegistry.com | Posted 08.19.2015 | Politics
PaladinRegistry.com

Did you happen to see the Great Presidential Debate a few weeks ago that debuted 10 Republican candidates for President of the United States? I thought Fox News did a decent job asking tougher questions that many of the candidates did not want to answer.

Financial Advisers - Trust, the Double-Edge Sword

PaladinRegistry.com | Posted 07.31.2015 | Business
PaladinRegistry.com

Many of us were told since childhood to avoid "dark alleys," but all too often we seem to forget this important advice when it matters most. The metaphor of a dark alley in the context of financial advisers is perfectly suited to describe a place in which you would never want to be.

6 Ways a Financial Adviser Can Help You

PaladinRegistry.com | Posted 07.09.2015 | Business
PaladinRegistry.com

Many may view the role of a financial adviser as one who has unique insights into the market to give their clients an advantage. However, that belief is far from the truth.

3 Do-It-Yourself Investing Pitfalls

PaladinRegistry.com | Posted 06.15.2015 | Business
PaladinRegistry.com

While the dangers of trying to do your own electrical work are more evident, do-it-yourself (DIY) investing also carries risks for those who aren't careful.

Why a Potential Conflict of Interest With Your Financial Adviser May Exist

PaladinRegistry.com | Posted 06.26.2015 | Money
PaladinRegistry.com

I have been managing investments for over twenty years and, during this period, I have met with many prospective clients. It is during these initial meetings that I review investment statements and other financial documents to determine if I can be of assistance.

How Much Money do you Need?

PaladinRegistry.com | Posted 04.22.2015 | Money
PaladinRegistry.com

We would all like to have enough money to do the important things: live life, retire comfortably, educate our children, and so on. More importantly, how do you make sure that you have enough to reach these various goals?

Has the Bull Market Lulled You to Sleep?

PaladinRegistry.com | Posted 02.17.2015 | Money
PaladinRegistry.com

If you are like most investors, you prefer to talk about good performance years and avoid discussions about bad years. Well, you have had a lot to talk about the past few years, but there are some serious storm clouds on the horizon.

Finding a Financial Adviser Is Risky Business

PaladinRegistry.com | Posted 01.17.2015 | Money
PaladinRegistry.com

Finding a financial adviser on your own or waiting until they find you is the question. What are the most frequently used strategies if you want to find a financial adviser on your own? How do you minimize your risk of making a major financial mistake?

Wall Street's 5 Most Deceptive Sales Practices

PaladinRegistry.com | Posted 12.17.2014 | Money
PaladinRegistry.com

The headlines are not the only risks that are created by Wall Street. There are other risks and there is a 75% probability one of them is impacting you.

Do You Need a Budget and a Financial Plan?

PaladinRegistry.com | Posted 12.06.2014 | Money
PaladinRegistry.com

I've spoke to a lot of people through the years and read quite a few articles that assume this point: you only need a budget AND a financial plan if you're wealthy.

Grill Your Adviser About Retirement Income

Market Watch | Robert Powell | Posted 10.03.2013 | Fifty

Is your adviser qualified and competent to provide retirement-income advice? Plenty of advisers might know how to help you save for retirement, but...

Express Your Authentic Self (to Spend Wisely)

Manisha Thakor | Posted 01.19.2013 | Women
Manisha Thakor

Over time, I've come to view the current economic climate as a golden opportunity to reset our attitudes about money, happiness, living and life.

Catherine New

Why A Million Dollars Won't Change Your Life: Q & A

HuffingtonPost.com | Catherine New | Posted 05.21.2012 | Money

As the former CEO of both Intuit and PayPal, Bill Harris has been around Silicon Valley's proverbial block a few times. And he has some advice for the...

Astoria Characters: The Well-Engineered Family

Nancy Ruhling | Posted 01.28.2012 | New York
Nancy Ruhling

Jarda Nehybka never thought he'd have a wife and two tow-headed toddlers, not at this age, 69.

Facing a divorce? Protect your finances

Suzanna de Baca | Posted 09.26.2011 | Divorce
Suzanna de Baca

Divorce is in our face every day. The broken marriages of Hollywood stars and political power couples fill our TV screens and magazine pages. Our email and Facebook accounts reveal that a friend's "perfect marriage" wasn't what it seemed.