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: Still No Hint of Recession (and tips to ensure you don’t overreport gains or underreport losses) - Adobe PDF (size: 664.9 KB)
Date Posted: 07/28/2019
The global economy continues to slow, but the Fed seems set to stimulate growth and the IMF sees a rebound for 2020.
Title: Global Growth Decelerates to Sustainable Maximum - Adobe PDF (size: 517.8 KB)
Date Posted: 04/26/2019
Title: Recession Imminent? - Adobe PDF (size: 528.5 KB)
Date Posted: 01/22/2019
Maybe not yet …
Title: A Healthy Economy Amid Trade Tensions - Adobe PDF (size: 850.2 KB)
Date Posted: 04/01/2018
Unemployment remains low, but inflation is still in check as the Leading Economic Index surges and the Fed lifts its outlook.
Title: The Outlook – Still Healthy - Adobe PDF (size: 459.1 KB)
Date Posted: 01/22/2018
Title: Reduce Mail Clutter - Adobe PDF (size: 54.2 KB)
Date Posted: 01/22/2018
Title: Good Data & A Bit About Disaster Economics - Adobe PDF (size: 386.7 KB)
Date Posted: 10/20/2017
Investors tend to fret whenever equity valuations reach new highs. While it has become fashionable to characterize the U.S. economy as limping along, a more objective analysis suggests that’s an understatement of the facts. Other important economies continue to make good progress, too. Pundits often regard natural disasters as economic catalysts. While there’s some truth to that view, it’s important to remember that while the localized economic activity that tends to come to fruition after a given disaster is fairly obvious, those gains tend to come at the expense of the destruction of billions of dollars’ worth of wealth that must now be replaced as well as less noticeable losses elsewhere in the economy.
Title: Politics & Business — Non-Overlapping Magisteria? - Adobe PDF (size: 520.9 KB)
Date Posted: 07/05/2017
As political headlines reach an almost-apocalyptic pitch, fundamental economic and business metrics look better than they have in a long time. What gives?
Title: Optimism Amid Solid U.S. Fundamentals - Adobe PDF (size: 6.5 MB)
Date Posted: 04/20/2017
Title: The Trump Effect & The Investment Climate for 2017 - Adobe PDF (size: 402.9 KB)
Date Posted: 01/10/2017