Understanding The Benefits of Asset Allocation

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Understanding the Benefits of Asset Allocation by Cathy Pareto, MBA, CFP®, AIF® You would not suspect this given today’s turbulent markets environment, but asset allocation actually does work. This much we know– markets are unpredictable in nature, and stock prices … Read More

Are You Investing or Speculating?

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Your Answer May be Detrimental to Your Future Wealth July 2008 by Cathy Pareto, MBA, CFP®, AIF® Oil prices are high, real estate is down, the dollar is flat, unemployment is high, your investments are down, and no one really … Read More

Most Dependable Wealth Management Firm

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Cathy Pareto And Associates Voted 2008 “Most Dependable Wealth Management Firm” for Women in the US As seen in Forbes Magazine Cathy Pareto And Associates has been selected as one of the “Top 10 Most Dependable Wealth Managers” for Women … Read More

Worth Top 250 Wealth Advisors

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Cathy Pareto, MBA, CFP® of Cathy Pareto And Associates, Inc. has been selected by Worth Magazine as one of its Top 250 Wealth Advisors in the US. “Each year, Worth recognizes an elite group of individuals for their expertise, integrity … Read More

Planning For Doctors

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Physicians, because of their high incomes and high visibility, are often easy targets for bad advice. When hiring an advisor, a considerable amount of thought and research should be dedicated to the process. After all, it’s only your money. As … Read More

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