Cathy Pareto & Associates - Knowledge Center

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Investment Management and Financial Planning

Knowledge Center

Wealth Building Strategies Blog
Our Blog contains comments and articles regarding current events and
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In The Media
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Current Articles of Interest by Topic

College Savings

Retirement vs. College: Overcoming the Funding Conundrum

Investing

Are You Still Investing in Your Company's Stock?

Cruise Control Options for Your Portfolio

C hasing Bonds in Foreign Lan ds

No Boom and No Crisis Last Forever

Should You Keep Investing During A Sinking Market?

Understanding the Benefits of Asset Allocation

Understanding Mutual Fund Class Shares and Their Costs

Investor Behavior

Are You Investing or Speculating? Your Answer May Be Detrimental to Your
Wealth

Are The Joneses Keeping You From Building Wealth?

Is It Time To Abandon Stocks?

Market Insanity: To Sell or Not to Sell?

Stockbrokers, Fee-Only Advisors, Fee-Based Advisors - What's the
Difference?

Retirement

A New Way To Manage Retirement Funds

Common IRA Rollover Mistakes to Avoid

IRA Limits and Restrictions

New Job, Old 401k? Why You Should Consider a Rollover

Cathy Pareto's articles published in Investopedia.com
(copyright owned by Investopedia)

A deeper look at Alpha

Achieving Better Returns in Your Portfolio

Active ETF's: Higher Cost vs Added Value

Determining Your Post-Work Income

ETF's How Did We Live Without Them?

Get a Round Trip Investment With International REITs

How to Cure An Ailing 401K

Measure Your Portfolio's Performance

Mutual Fund or ETF: Which Is Right For You?

Must Know Rules for Converting a 401K to a Roth

Pick the Perfect Trust

Pros and Cons of Leasing vs. Buying a Vehicle

Risky Portfolio? Currencies Come to the Rescue

Understanding Investor Behavior

Women

Listen to Cathy Pareto on Roaring Women Radio discussing the future of
Baby Boomer WomenUnderstanding Investor Behavior

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Useful Websites

NAPFA - National Association of Personal
Financial Advisors
NAPFA, the National Association of Personal
Financial Advisors, is the nation’s leading
organization dedicated to the advancement of Fee-
Only comprehensive financial planning.

Certified Financial Planner Board of Standards
CFP Board takes seriously its enforcement of
ethical requirements and recently adopted an
updated and strengthened set of ethical
standards designed to make sure the public has
access to ethical financial planning services

S avings For College
Best source for objective information about
Section 529 college savings plans and other ways
to save and pay for college.

4 01k Help Center
Great online resource for Employee 401k
Education and Participation

U nmarried America Library
An information service for unmarried and single
Americans.

Tax Guide for Investors
An independent source of information on taxes
and investing.

Dinky Town
Great Online Calculators

Let's Talk
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for a complimentary review of your financial
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