Note: Viewing our articles requires the Adobe Acrobat Reader. Download Acrobat Reader
Paladin provides independent evaluations of financial advisors based on their credentials, ethics, and business practices.
Of the approximately 30,000 advisors Paladin has reviewed since 2004, only about 7% of them have received a 5-Star rating. The remaining 93% are turned away.
Paladin says, "The best certifications are the ones that required a lot of work and included a comprehensive examination to make sure the advisor´s acquired knowledge will help them do a better job for you. Four certifications and designations that stand-out are: CFA®, CFP®, CPA/PFS, and CIMA®."
(Please be aware that third-party ratings such as the 5-Star rating Glenn Wessel has received from the Paladin Registry cannot necessarily ensure future investment success or a higher level of investment performance.)
" The most highly regarded credential that is currently available to financial advisors." — 5 Stars
" The most recognized credential in the U.S." — 5 Stars
" The most highly regarded financial planner designation." — 5 Stars
Title: Earnings Remain Strong/Stocks a Bit Undervalued - Adobe PDF (size: 971.0 KB)
Date Posted: 07/30/2026
Title: Cheap Stocks & Strong Earnings Amid War Worries - Adobe PDF (size: 1.7 MB)
Date Posted: 04/20/2026
Title: Resilience in an Environment of Instability - Adobe PDF (size: 1.5 MB)
Date Posted: 01/21/2026
Title: Economy Begins to Sag as Earnings Remain Strong - Adobe PDF (size: 1.2 MB)
Date Posted: 10/23/2025
Title: Economy in a Solid Position Despite Uncertainty - Adobe PDF (size: 1.1 MB)
Date Posted: 07/09/2025
Title: Markets Anxious & Fed in a Bind - Adobe PDF (size: 1.6 MB)
Date Posted: 04/29/2025
Title: Economy OK, Stocks Pricey, Junk Bonds Healthy - Adobe PDF (size: 2.0 MB)
Date Posted: 02/27/2025
Title: Market Momentum Continues - Adobe PDF (size: 1.3 MB)
Date Posted: 10/22/2024
Title: Economic Growth Accelerates, Equities Overvalued & And A Bit About Hedging - Adobe PDF (size: 957.0 KB)
Date Posted: 07/29/2024
Title: Still No Recession But Equities Richly Valued - Adobe PDF (size: 1.1 MB)
Date Posted: 04/25/2024