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Paul V. Sydlansky, CFP
Founder, Lake Road Advisors, LLC

Paul Sydlansky, founder of Lake Road Advisors LLC, has worked in the financial services industry for over 20 years. Prior to founding Lake Road Advisors, Paul worked as relationship manager for a Registered Investment Adviser. Previously, Paul worked at Morgan Stanley in New York City for 13 years. While at Morgan Stanley, Paul was a senior-level manager within the Institutional Equities Department. In 2018 he was named to Investopedia's Top 100 Financial Advisors list. Paul received a Bachelor's degree in Economics from Marist College and holds an MBA from New York University Leonard N. Stern School of Business. Paul is a CERTIFIED FINANCIAL PLANNER™ and a member of the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network (XYPN).

Phone: 607.438.2914 E-mail: paul@lakeroadadvisors.comLake Road Advisors LLC LinkedIn: www.linkedin.com/in/psyd1

The Lessons We Can Learn from Times of Financial Crisis
investing

The Lessons We Can Learn from Times of Financial Crisis

It’s time to step back and take a look at how you weathered the coronavirus crisis. Did your cash hold up? Does your job feel secure? Your answers cou…
June 18, 2020
Is Now a Good Time to Invest?
stocks

Is Now a Good Time to Invest?

Yes, stocks are "on sale" now, and for some investors, now is an ideal time to ramp up their portfolios. But for others, it could be a huge mistake. H…
April 17, 2020
To Budget or Not to Budget? The Argument for Why Not Having One Might Be Best
savings

To Budget or Not to Budget? The Argument for Why Not Having One Might Be Best

Some people need the boundaries budgets set, but others thrive with more freedom. The best method for you own financial success is the one that you ca…
March 13, 2020
4 Questions to Ask Your Accountant Before You File Your Taxes
taxes

4 Questions to Ask Your Accountant Before You File Your Taxes

Your accountant can be one of the most critical members of your financial team.
February 5, 2020
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Do You Save for College or for Retirement? What Parents Need to Know
retirement

Do You Save for College or for Retirement? What Parents Need to Know

Here's a message that all parents need to take to heart: It's OK to put yourself ahead of your kids. In fact, putting your retirement needs ahead of t…
October 7, 2019
Feeling Financially Disorganized? Take Back Control, Starting with Your Cash Flow
retirement

Feeling Financially Disorganized? Take Back Control, Starting with Your Cash Flow

Getting a grip on your spending and ramping up your ability to save starts with just a few simple steps ... and three buckets.
August 5, 2019
Should You Supplement Your Traditional 529 with a Private 529 College Plan?
college

Should You Supplement Your Traditional 529 with a Private 529 College Plan?

There are a few reasons to consider this strategy. One is if you think your child might want to go to a private school one day, and another is if you …
June 18, 2019
The Best College Savings Strategy to Use
college

The Best College Savings Strategy to Use

A 529 college savings plan comes with many advantages, and the best way to harness its power is to start ASAP and front-load your contributions.
April 5, 2019
What's Your Investment Return? Setting Expectations for Your Stock and Bond Portfolio
investing

What's Your Investment Return? Setting Expectations for Your Stock and Bond Portfolio

You are not average, and your portfolio returns aren't likely to be average, either. Trusting averages can be dangerous. But don't let that scare you …
January 29, 2019
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What to Do (and Not Do) When the Market Drops
investing

What to Do (and Not Do) When the Market Drops

Things are pretty wild on Wall Street right now, but before you make any moves, read this.
December 12, 2018
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Is a Rental Property the Best Way to Grow Your Wealth?
investing

Is a Rental Property the Best Way to Grow Your Wealth?

A rental real estate investment can seem like a great way to build your wealth (and maybe generate a little extra income), but how often does it reall…
November 1, 2018
Warning: 3 Serious Red Flags about Financial Advisers
Danger on the road. Blue flasher on the police car at night.
investing

Warning: 3 Serious Red Flags about Financial Advisers

Disclosures pulled from actual adviser profiles show three major red flags you don’t want your financial professional to have.
August 8, 2018
How to Check a Financial Adviser's Credentials the Right Way
retirement

How to Check a Financial Adviser's Credentials the Right Way

You're looking up a financial professional, but you can't find them on FINRA or the SEC's website. Is that a red flag, or did you just look in the wro…
June 15, 2018
Are You Saving Enough?
savings

Are You Saving Enough?

If you go by the book, you would shoot for 10% to 20% of your gross income. But that ballpark figure can be deceiving.
April 10, 2018
4 High-Yield Spots to Park Your Savings
savings

4 High-Yield Spots to Park Your Savings

How much is your savings account earning? It could be about $1 per year on an account worth $10,000. If so, take a moment to check rates for online op…
March 26, 2018
The 1 Thing You Can’t Forget to Take When Leaving a Job
retirement

The 1 Thing You Can’t Forget to Take When Leaving a Job

Some people take more care boxing up the pens, paper clips and coffee cups in their desks when they pack up for a new job than they do wrapping up the…
January 17, 2018
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A Charitable Strategy for Residents of High-Tax States
taxes

A Charitable Strategy for Residents of High-Tax States

If you live in high-tax state, you may be asking what can you do to save after the new tax overhaul? Doubling up on your charitable contributions ever…
January 11, 2018
4 Telltale Signs You're Ready to Quit the Rat Race
retirement

4 Telltale Signs You're Ready to Quit the Rat Race

How do you know when it's time for a change and that you're prepared to leave your comfort zone for a new outlook on life? Ask yourself these four que…
December 12, 2017
Form ADV: It’s Like a Background Check for Your Financial Adviser
investing

Form ADV: It’s Like a Background Check for Your Financial Adviser

Investors curious about how their financial professional operates (including fees and any possible conflicts of interest) just need to take a look at …
October 11, 2017
Your Financial Adviser Charges What? Understand the Value of Advice
retirement

Your Financial Adviser Charges What? Understand the Value of Advice

Here's a breakdown of how compensation for financial advice works, and what kinds of services you can expect to receive for the price you pay.
September 18, 2017
How Monte Carlo Analysis Can Calm Your Fears About Running Out of Money in Retirement
retirement

How Monte Carlo Analysis Can Calm Your Fears About Running Out of Money in Retirement

Running different scenarios through this forecasting model can help you make smarter decisions both before and after retirement.
June 28, 2017
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Investing Rule No. 1: Don't Believe Doomsayers
investing

Investing Rule No. 1: Don't Believe Doomsayers

There's no such thing as a stock market psychic, but there are ways to protect yourself from the next disaster (and from your own misguided tendencies…
June 14, 2017
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What Investors Need to Know About Risk
investing

What Investors Need to Know About Risk

Did you know that risk tolerance and risk capacity are not the same thing? Good decisions start with a firm understanding of risk.
April 19, 2017
How to Leverage Your Small Business for Financial Success
retirement

How to Leverage Your Small Business for Financial Success

Small-business owners have great tools to secure their futures: SEP IRAs, Solo-401(k)s and Simple IRAs. Here’s how to put them to work.
March 10, 2017