Investing Versus Trading

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Investing Versus Trading-How are They Different? by Cathy Pareto, MBA, CFP® – January 2012 I’m constantly amazed by the number of people who use the terms “Investing” and “Trading” as if they were the same thing, when they are not. … Read More

Retirement vs College Savings

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Retirement vs. College Savings: Overcoming the Funding Conundrum by Cathy Pareto, MBA, CFP®, AIF® Life is a constant juggling act. Every day we juggle tasks, time, people and goals. This is especially true when it comes to balancing financial goals, … Read More

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

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