Investor Information Category

Investors are overwhelmed with information about what they should do with their money. It is overwhelming because most of the information recommends different strategies and investments for the same problems and goals. A key element for investors is the trustworthiness of the sources of information. It pays to ask the sources how they are compensated for their recommendations, hom much, and by whom.

By: DFreecloseAuthor: DFree Name: Debbie Freeman
Email: debbie@paladinregistry.com
Site: http://www.paladinregistry.com
About: See Authors Posts (14) | June 10, 2010 | Investor Information

Today the SEC charged six (four Canadians and two Florida men) with an alleged $300 million ponzi scheme.
Once again, the scam artists used a familiar tool to bring in investors…..yes, the free seminar. This seems to be one of the tricks of the trade for establishing ponzi schemes. Potential investors where promised 18% to [...]

By: Robert_Horowitz | April 28, 2010 | Financial Advisors, Investor Information

How to Pick the Investment Strategy that’s Right for You
Your most important investment decision is whether to pursue an active or passive investment approach: With active investing your odds of succeeding range from 0 to 10%. With passive investing, your odds of winning are about 90% after taxes.
So which is right for you?
You [...]

By: Daniel ChencloseAuthor: Daniel Chen Name: Daniel Chen
Member: Member Paladin
Quality Rating:
Email: dcstrategies@yahoo.com
Site: http://paladinregistry.com/external/beaninformedinvestor/advisor_profile.php?advisor_id=1893
About: Dan's specialty is delivered by his Wealth Management Practice with a core competency in Fianancial Planning. The ability to deliver services for a fee eliminates the potential conflicts of interest created by the commission only type of aproach. He maintaines his office in Ocean N.J. however serves a clientel base from coast to coast. Dan believes that the basis for a great life is planning for it. Dan offers a no obligation meeting to decide if his services are appropriate for your needs.See Authors Posts (10) | March 5, 2010 | Investor Information

I found this artcle to be very interesting. In order for Morgan Stanley to continue perpetuating thier practice of serving clients while maintainng thier army of brokers they have taken the following action. Even though brokers are looking to serve thier clients in a different fashion, MS will take action to not lose the revenue [...]

By: Matthew Arndt, CFA, CPA, CFP | January 28, 2010 | Investor Information, The Regulators

All those invested in Money Market Funds beware. In a nearly unanimous vote the SEC has made it legal for Money Market Funds to have the ability to suspend redemptions if they see fit. So as it stands if there were another financial meltdown, money market investors would NOT be able to withdraw their money [...]

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) | January 27, 2010 | Investor Information, The Politicians, Wall Street Ethics

There are aristocrats in the U.S., but membership in this exclusive club is not based on bloodlines, it is based on money and political power. The new aristocrats are key executives of major companies who control the money and Washington politicians who control the power. Politicians need money to gain and retain power. Executives need favorable regulations to maximize profits and bonuses. They work [...]

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) | January 20, 2010 | Investor Information, The Politicians

In Cincinnati , OH Kevin O’Brien was banned from the securities industry by FINRA the industry regulatory body. 2 months later he was chosen to manage the towns $35 million dollar budget.

Why is this important?
Mr. O’Brien is still holding himself out as a financial advisor/professional and was appointed to a local political position. Corruption in [...]