1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2018The Kiplinger Washington Editors
See All Authors »
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 18 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).
Disclosures pulled from actual adviser profiles show three major red flags you don’t want your financial professional to have.
See More From: Building Wealth
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?
If you go by the book, you would shoot for 10% to 20% of your gross income. But that ballpark figure can be deceiving.
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 options instead. You might be pleasantly surprised.
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 their 401(k) for departure. There's big money at stake, so plan ahead.
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 every other year to alternate your ability to itemize could make sense.
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 questions. I did. I took the leap and never looked back.
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.
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.
Running different scenarios through this forecasting model can help you make smarter decisions both before and after retirement.
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).
Did you know that risk tolerance and risk capacity are not the same thing? Good decisions start with a firm understanding of risk.
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.