Miami Financial Advice

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Introduction to Cathy Pareto and Associates, Financial Advisors
Our Investment Process

 

The Importance of Independence, Competence, Service & Objectivity
Financial Planning for Modern Families

Google Hangout on Retirement Planning

Do you have questions about planning for retirement? Check out this Google Hangout to hear what our panel has to say about the disciplines needed to help achieve a secure retirement, the biggest obstacles in retiring, and more.

Moderators: Kristin Arnold, Social Content Manager at Ally Bank Janet Reusch, Social Marketing Community Manager for Bankrate.com.

Panel:
Greg McBride, CFA, Senior Vice President and Chief Financial Analyst for Bankrate.com
Cathy Pareto, CFP, Founder and President of Cathy Pareto & Associates, Inc., Investment Management and Financial Planning


The Power of Markets

 

This  2-1/2 minute video explains how security prices are set—and change—based on the collective knowledge of buyers and sellers. Armed with this information, investors can be more confident about the power of the financial markets.


What Should Investors Do Now?

Dimensional Fund Advisors has developed a great presentation on the markets and investing. Check out their multi-part series on what investors should consider as they move forward. The videos include an examination of capital markets, the effects of recession and government policy on stock prices, how the current market stacks up to previous downturns, and the reasons why Dimensional’s core beliefs have not changed in light of these events.


The Importance of Having a Fiduciary Advisor

Following a fiduciary standard is entirely different than how most so-called “financial advisors” work today. More than 90 percent of financial advisors are paid (fully or partially) by commissions; this means that they have incentives to promote products and services that maximize their income.

Also, these other advisors often work for large financial services firms, known as Broker-Dealers. The loyalty of these advisors is to their employer, not their client.


News – NBC 6


Your Money Bus Stop in Miami, FL

In English
In Spanish


Money Radio June 2012


eHow Video Series – Investment Facts

 

Reasons to Invest Money
How to Understand Stocks
How Does a Hedge Fund Work?
What Are the Basics of Investing?
Effective Money Management Strategy for Traders
Different Types of Mutual Funds
What Are the Best Investments for Young People?
About DRIP Investments
What Is the Dow Jones?
What Is an Index Fund?
Day Trading for Beginners
How to Buy Stocks on a Budget
What Is an Aggressive Growth Fund?
How Do I Buy a Single Stock?
About Gold Buyers
How to Pick a Mutual Fund
Advantages of Investing in a Money Market Account
What Is a Conservative Investor?
Opening an Education Investment Account
What Does Free Trade Mean?
What Is a CD?
About Forex Investment Accounts
How to Buy Bonds in the U.S.
Choosing the Best Dividend Reinvestment Plan
How Can Kids Invest in Stocks?
What Is a CD?