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College Savings and Planning for Children

05/2017  Preparing For Your Special Needs Child’s Future


05/2014   The Randomness of Returns and What You Should Do About It
05/2014   Understanding Real Estate Investment Trusts (REITS)
05/2014   Things to Consider When Making Investment Choices in Your IRA 

Investor Behavior

08/2014  The Emotionally Intelligent Investor



11/2015  Budget Act of 2015 and Its Effects on Social Security Benefit
  IRA Updates and Retirement Plan Reminders for 2014

Retirement Planning Series

 Part I – Your Retirement Vision and Budgeting – What Does Trying to Lose Weight and Planning for Retirement Have in Common?


Cathy Pareto’s article/tutorials published on

(copyright owned by Investopedia)

A Deeper Look at Alpha
Achieving Better Returns in Your Portfolio
Active ETF’s: Higher Cost vs Added Value
Determining Your Post-Work Income
Digging Deeper Into Mutual Fund Names
Estate Planning Must-Haves For Unmarried Couples
ETF’s How Did We Live Without Them?
Get a Round Trip Investment With International REITs
How to Cure An Ailing 401K
Measure Your Portfolio’s Performance
Mutual Fund or ETF: Which Is Right For You?
Must Know Rules for Converting a 401K to a Roth
Pick the Perfect Trust
Pros and Cons of Leasing vs. Buying a Vehicle
Risky Portfolio? Currencies Come to the Rescue
Understanding Investor Behavior
Tutorial: Credit and Debt Management
Tutorial: Insurance
Tutorial: Estate Planning