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Lake Road Advisors, LLC
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).
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 can live with for the long term.
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Your accountant can be one of the most critical members of your financial team. The main reason is obvious: No matter who you are, how much money you have or what goals you hope to accomplish, everyone ...
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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 their college costs is not only necessary but wise ... and, ultimately, thoughtful, too.
Getting a grip on your spending and ramping up your ability to save starts with just a few simple steps ... and three buckets.
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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.
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 away from the markets, because just staying in cash can be dangerous, too. Here's what to do instead.
Things are pretty wild on Wall Street right now, but before you make any moves, read this.
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 really work out that way?
Disclosures pulled from actual adviser profiles show three major red flags you don’t want your financial professional to have.
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 wrong spot?
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Investors curious about how their financial professional operates (including fees and any possible conflicts of interest) just need to take a look at their Form ADV. Here's how to read it.