By: Bryan BeattycloseAuthor: Bryan Beatty Name: Bryan Beatty
Member: Member Paladin
Quality Rating:
Email: bbeatty@ebwllc.com
Site: http://paladinregistry.com/external/beaninformedinvestor/advisor_profile.php?advisor_id=1967
About: Bryan is a 1991 graduate of University of MD with a BS in Finance where he was the President of the Finance, Banking and Investment Society. He is a Certified Financial Planner TM (CFP) Practitioner and a member of the Financial Planning Association. Bryan has been assisting clients in all aspects of investment and retirement planning since 1992. An avid lifelong musician Bryan plays guitar and writes music in his spare time and occasional plays area venues. Originally from Baltimore MD, Bryan has lived in Northern Virginia since 1992. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and which it awards to individuals who successfully complete initial and ongoing certification requirements.See Authors Posts (5) | July 31, 2009 | Investor Information

Ameriprise to pay $17.3 million to settle case with the SEC. http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20090719/REG/307199991&ht=ameriprise
One of the things that clients or prospective clients need to do is ask why a particular investment was recommended. Many people do. What they don’t ask however is how much do you get paid to recommend that investment. They should know how their [...]

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) | July 30, 2009 | Illegal Schemes & Scams, Investor Information

Ponzi schemes and other investment scams share four common characteristics. Know the characteristics and you can avoid most schemes and scams. You can also warn friends, family, and associates so they can avoid them.
The Sales Pitch
Every scam has a sales pitch that tells investors what they want to hear. For example, "We have a unique investment [...]

By: Evor VattuonecloseAuthor: Evor Vattuone Name: Evor Vattuone
Member: Member Paladin
Quality Rating:
Email: evor@aspire.biz
Site: http://paladinregistry.com/external/beaninformedinvestor/advisor_profile.php?advisor_id=2758
About: See Authors Posts (3) | July 29, 2009 | Illegal Schemes & Scams, Ponzi Schemes, Who Can I Trust?

The Affinity Group
Alarming numbers of new scams are being originated from what are called “affinity groups”.  These are groups of people with similar values, lifestyles and/or ethnic identities, such as churches and women’s or senior groups. Predators use the most respected members of affinity groups to gain access to their constituents – and their built-in [...]

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) | July 29, 2009 | Deceptive Sales Practices

Wall Street executives were shocked to learn the Securities Industry and Financial Markets Association recently endorsed the Obama administration’s efforts to create a fiduciary standard for brokers and others who sell investment products. 
The financial services industry has long contended that stockbrokers are really sales representatives. They are paid commissions to sell products and any advice they give is [...]

By: Rick KahlercloseAuthor: Rick Kahler Name: Rick Kahler
Member: Member Paladin
Quality Rating:
Email: rick@kahlerfinancial.com
Site: http://www.kahlerfinancial.com
About: Rick Kahler, MS, CFP®, (www.KahlerFinancial.com) is a fee-only financial planner, speaker, educator, and columnist. Rick is renowned as a pioneer in integrating financial planning and psychology. In 2009, he was recognized by Wealth Manager as the largest financial planning firm in a seven-state region. In 2009, BusinessWeek listed him as one of the 15 most experienced planners in the United States. He is the past chairman of the South Dakota Investment Council, charged with the investment oversight of over six billion dollars. His work and research has been featured or cited in The Wall Street Journal, ABC's 20/20, New York Times, Washington Post, USA Today, Money, SELF, and Parenting. He is a co-author of four revolutionary books on money, financial planning, and therapy: Wired for Wealth (Health Communications, 2008), Facilitating Financial Health (NUCO, 2008), The Financial Wisdom of Ebenezer Scrooge (Health Communications, 2005, 2008), and Conscious Finance (FoxCraft, 2005, 2007).See Authors Posts (9) | July 27, 2009 | Investor Information

An acquaintance asked me while ago, “Do you know anything about investing in alternative energy sources? I got an e-mail about buying stock in this startup company that seems like a great opportunity.”
I gave him my standard answer, that I never recommend buying stocks directly. “Besides,” I added, “Any e-mail offer like that is nothing [...]

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) | July 23, 2009 | Deceptive Sales Practices

In a recent conversation with a distraught investor, we will call him Paul, we discussed the horrific investment results he experienced since the fourth quarter of 2007. Even with the partial recovery of the market from a low of 6.500, his investments are still down more than 63% from the market top. Paul is devastated because he will have [...]