By: Jack WaymirecloseAuthor: Jack Waymire Name: Jack Waymire
Email: jack@paladinregistry.com
Site: http://paladinregistry.com
About: Jack writes for the InvestorWatchdog website and Worth magazine. He worked in the financial services industry from 1976 to 2004. For twenty of those years he was the president of a Registered Investment Advisory firm and a Broker/Dealer. Jack is the author of Who's Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor and is a co-founder of PaladinRegistry.com.See Authors Posts (87) | May 28, 2009 | Investor Information

Most investors feel disempowered when they are impacted by the Wall Street Marketing Machine. They have the same feeling in regard to political decisions and events that are shaping the future of this country.
It’s a?huge problem. Investors and voters?are disempowered by slick marketing organizations (financial and political) that are paid millions of dollars to create?false [...]

By: Jack WaymirecloseAuthor: Jack Waymire Name: Jack Waymire
Email: jack@paladinregistry.com
Site: http://paladinregistry.com
About: Jack writes for the InvestorWatchdog website and Worth magazine. He worked in the financial services industry from 1976 to 2004. For twenty of those years he was the president of a Registered Investment Advisory firm and a Broker/Dealer. Jack is the author of Who's Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor and is a co-founder of PaladinRegistry.com.See Authors Posts (87) | May 28, 2009 | Conflicts of Interest

You would like to believe?your advisor’s recommendations are based on what’s best for you and not what’s best for the advisor or the advisor’s company. You believe this because your advisor said it was so.
Don’t be naive. When companies employ advisors or control their licensing they are in a position to influence the advisor’s recommendations [...]

By: Jack WaymirecloseAuthor: Jack Waymire Name: Jack Waymire
Email: jack@paladinregistry.com
Site: http://paladinregistry.com
About: Jack writes for the InvestorWatchdog website and Worth magazine. He worked in the financial services industry from 1976 to 2004. For twenty of those years he was the president of a Registered Investment Advisory firm and a Broker/Dealer. Jack is the author of Who's Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor and is a co-founder of PaladinRegistry.com.See Authors Posts (87) | May 28, 2009 | The Politicians

You should know by now that?the number one priority of politicians is to win re-election. It is not to represent?your interests or the country’s interest. This self-interest is the primary source of corruption in congress and state legislatures.
Winning requires enormous amounts of money. Wall Street controls? trillions of dollars?including your money. This is a match [...]

By: Glenn Wessel, CFA, CPA, CFP®closeAuthor: Glenn Wessel, CFA, CPA, CFP® Name: Glenn Wessel
Member: Member Paladin
Quality Rating:
Email: gwessel@wesselinvestment.com
Site: http://www.wesselinvestment.com
About: After having graduated with a degree in Economics, I quickly realized that I was ill-prepared for the real business world. I read Venita VanCaspel's best-selling self-help book "The Power of Money Dynamics" and discovered that the financial advice put forth by insurers and other large institutions often ran contrary to the best interests of consumers. Emmulating the author, I earned the Certified Finanial Planner(TM) licensel. As useful as that program was, however, I was disappointed to discover that investment theory comprised a relatively small portion of this two-year program. Wanting to specialize in the investment arena, I undertook the rigorous Chartered Financial Analyst(TM) program where the topic of investments is studied in one fashion or another over the course of three years. I have worked in finance for some 20 years (even overseeing an insolvent S&L for a year in a previous banking debacle) and have taught undergraduate finance courses for Florida Atlantic University. I established an investment advisory practice in 2003 and have since obtained a CPA license to help assure that any advice I render is well coordinated with the tax code. On a personal front, I play guitar (blues) and am in the process of building a 600 horsepower musclecar (a '66 Fairlane). I enjoy riding fast sportbikes and have been a lifelong sprinter.See Authors Posts (3) | May 28, 2009 | Financial Advisors

Regulators consider many of the titles that are commonly used within the financial advisory community as being of a generic nature. That is, they are non-specific enough that they, for the most part, escape regulation. "Financial Planner" and "Financial Advisor" are two notable examples of a generic title. Because anyone may use these titles, they [...]

By: David HuntercloseAuthor: David Hunter Name: David Hunter
Member: Member Paladin
Quality Rating:
Email: davidhunter@horizonswealth.com
Site: http://paladinregistry.com/external/beaninformedinvestor/advisor_profile.php?advisor_id=2886
About: David Hunter has over seven and a half years of fee-only advisory experience. He has served as the primary advisor and office manager for North and South Carolina. He has a BSBA in Finance (Financial Planning) from Western Carolina University, where he currently serves on the Finance Advisory Board. David attended WCU on a full athletic scholarship to play quarterback for the Catamounts. He earned his CFP® certification in July of 2004. David was married in July 2002, to Misty, who is an English teacher employed with Buncombe County Schools. They had their first child, Sadie, in September 2008. David is an outgoing individual and enjoys working with people. What he enjoys most about Horizons Wealth Management is the true “team” atmosphere, as well, as building lasting relationships with clients. David resides in Western North Carolina where he was born and raised. He enjoys spending time with family and friends, reading mystery novels, and participating in sports such as golf, basketball and other physical fitness activities. David is a loyal football fan and frequently attends high school, college, and professional ballgames.See Authors Posts (5) | May 27, 2009 | Illegal Schemes & Scams

For many of us we used a term over and over without really understanding its meaning. ?Con Man, it sounds simple enough, everyone understands a Con Man will make off with your cash or valuable possessions. ?But did you know that Con is short for Confidence Man. ?By definition it?s; a swindler who exploits the [...]

By: Matthew Arndt, CFA, CPA, CFP | May 26, 2009 | Financial Advisors, Illegal Schemes & Scams, The Regulators, Who Can I Trust?

The former President of the National Association of Personal Financial Advisors (NAPFA), James Putman was charged by the SEC with taking kickbacks from unregistered investment pools in which his advisory firm, Wealth Management, LLC placed $102 million in client assets. Putnam was currently serving as CEO of Wealth Management, LLC, which he started in 1985.