Jack Waymire

Jack Waymire worked in the financial services industry for 28 years before he left to found the Paladin Registry (www.PaladinRegistry.com) in 2004. This investor education website was based on the Principles in Jack’s first book: "Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor." Jack is also the co-author of "5 Steps for Selecting the Best Financial Advisor (How the Internet has changed the game for investors and advisors)". Beginning in 2004, Paladin began vetting and documenting advisor credentials, ethics, business practices and services for investors. The Registry also has a free service that matches investors to advisors who meet Paladin’s minimum requirements for competence and trustworthiness.

Is the Personal Financial Advisor a Dinosaur?

Venture capitalists are betting hundreds of millions of dollars on firms that deliver web-based investment services. They are betting these firms will change the way...

Are All Certified Financial Planners ™ (CFPs®) Created Equal?

Absolutely not! The designation means the Certified Financial Planners ™ completed some coursework and passed an examination. It does not mean the planner is an...

The Evolution of the Financial Fiduciary

There is a lot of discussion about who is a fiduciary and who should be a fiduciary. At the core of the discussion is protecting...

Choosing Between a Financial Advisor and a Robo Advisor

In the past few years, much has been written about the rise of robo advisors, websites offering automated investment-allocation advice and other portfolio management services....

Active Investing or Passive Investing – 5 key differences

Active investing sounds like a positive, proactive way to invest your assets. Passive investing sounds boring – your financial advisor is not doing much.  Here...

What is a Realistic Investment Performance Benchmark?

You make your financial advisor accountable for beating the stock market. You make the S&P 500 index fund your proxy for the performance of the...

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