By: Peter MarketcloseAuthor: Peter Market Name: Peter Market
Member: Member Paladin
Quality Rating:
Email: peter@marketfs.com
Site: http://paladinregistry.com/external/beaninformedinvestor/advisor_profile.php?advisor_id=1757
About: See Authors Posts (2) | July 14, 2009 | Bad Products & Services, Investor Information

With the thought that, "if I don’t see it maybe it isn’t so bad", many employees investing in their employer sponsored    401(k) plan have spent more than a year filing their unopened quarterly statements away in their well-oiled shredders.
As it turns out, market volatility, heavy losses and disappearing employer matches are only part of the problem facing [...]

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) | July 9, 2009 | Bad Financial Advice, Conflicts of Interest, Deceptive Sales Practices, Investor Information

I recently attended a continuing education seminar for insurance and securities licensed representatives and happen to be sitting at a table with a group of insurance salesman turned investment advisor. During the CE session as well as lunch, a group of them from the same office happen to talk about their latest and very successful [...]

By: Howard AschwaldcloseAuthor: Howard Aschwald Name: Howard Aschwald
Member: Member Paladin
Quality Rating:
Email: haschwald@quantumcap.com
Site: http://paladinregistry.com/external/beaninformedinvestor/advisor_profile.php?advisor_id=2297
About: Howard began his investment career at Morgan Stanley. He then joined the investment management firm of Stein Roe & Farnham as a technology analyst and portfolio manager. At Quantum Capital Management, Howard is the Director of Research and Chief Investment Officer. He graduated from the U.S. Naval Academy at Annapolis and recently retired as a Captain in the Naval Reserve. Howard has an MBA in Finance and a Masters Degree in Financial Planning from San Francisco's Golden Gate University. He is a CFA charterholder, a member of the CFA Institute and the Security Analysts Society of San Francisco as well as a Past President of the Marin County Estate Planning Council.See Authors Posts (1) | May 13, 2009 | Financial Advisors, Investment Performance

Many performance track records are misleading. Here’s how to spot the troublemakers.