Invest Offshore

Tag: wealth advisors

Barron’s Top 100 Advisor Paul Pagnato Presents Future Fiduciary Model At 2017 Barron’s Summit

Apr 10, 2017

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by

Aaron

in Stocks and Bonds

RESTON, Va., April 10, 2017 /PRNewswire/ — Paul A. Pagnato, a Barron’s Top 100 Advisor and the Founder/CEO of PagnatoKarp, presented his vision for the future of the fiduciary model at the Barron’s Top Independent Advisors Summit 2017. Paul shared his views on Best Fiduciary Practices, including principles, services, compensation structures and education, to encourage the highest…
Critical investment planning decisions

Oct 8, 2016

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by

Aaron

in ETF, Hedge & Mutual Funds

Emotions, not logic and reason, are what typically drive investors in making critical investment planning decisions. That’s according to seasoned wealth advisor Chris White, CFA, author of the new book, Working with the Emotional Advisor: Financial Psychology for Wealth Managers (Praeger, 2016). A wealth counselor with over 25 years of experience working with affluent and…