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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: The World is Becoming a Better Place - Adobe PDF (size: 465.8 KB)
Date Posted: 01/01/2014
Humanity’s relentless quest to improve its circumstances has resulted in a world that has and continues to become a (much) better place.
Title: The Shutdown, The Ceiling, & Future Fed Policy - Adobe PDF (size: 211.1 KB)
Date Posted: 10/01/2013
The government shutdown is probably no big deal, the debt ceiling could be a big deal if it’s not addressed, and future Fed unwinding will be a big deal.
Title: Investors Struggle with Positive News - Adobe PDF (size: 229.9 KB)
Date Posted: 07/01/2013
Like a recovering addict who’s afraid he’ll relapse without methadone injections, investors have become addicted to stimulus from the Federal Reserve.
Title: Pleased, but Nervous … - Adobe PDF (size: 306.6 KB)
Date Posted: 04/01/2013
Recent stock market gains have put a smile on people’s faces, but corporate earnings growth continues to slow , analysts following individual companies are lowering the majority of their buy/sell opinions, and the U.S.’ debt issue will be much more difficult to solve even though the U.S. had a much higher level of relative debt at the close of World War II.
Title: Still a Fan of Stocks for The Long Haul, But … - Adobe PDF (size: 544.3 KB)
Date Posted: 01/01/2013
Title: QE3 Not a Fix for Fiscal Issues & a Couple Other Tidbits - Adobe PDF (size: 666.3 KB)
Date Posted: 10/01/2012
The Fed embarks on a third round of economic stimulation since the financial collapse of 2008/9, but recognizes that the fiscal situation is in dire need of fixing … plus a few words on the benefits of dividend investing and the state of various emerging markets.
Title: Dividends Attractive in Midst of Many Unsettled Issues - Adobe PDF (size: 264.7 KB)
Date Posted: 06/30/2012
The fiscal cliff threatens the U.S. economy and plenty of conflict around the world help established, dividend-paying companies attractive
Title: U.S. Still Marching Along – Europe Still Under Stress - Adobe PDF (size: 822.5 KB)
Date Posted: 04/03/2012
Economists at the The Conference Board and the International Monetary Fund see continued economic growth – especially in the emerging markets. Despite stocks recent run, Europe still faces stress.
Title: Selected Nuggets from Zacks, Value Line and S&P - Adobe PDF (size: 522.1 KB)
Date Posted: 01/06/2012
Title: Why Italy Matters - Adobe PDF (size: 87.3 KB)
Date Posted: 11/14/2011
After bond yields on debt issued by Greece, Ireland, and Portugal spiked to signal investor discomfort, each country needed a financial life line. Now that the credit markets have begun to shun Italian debt, Europe’s debt problem is starting to look like an algae bloom