Paul Pagnato Ranked #19 On Barron’s Top 100 Independent Wealth Advisors List

RESTON, Va., September 18, 2017 /PRNewswire/ — Paul A. Pagnato, Founder and CEO at PagnatoKarp, has been named #19 on Barron’s Top 100 Independent Wealth Advisors list for 2017. This is the eighth year Pagnato has been included on the list of America’s most prestigious top advisors. “As a firm, PagnatoKarp is focused first and foremost on providing transparent, objective advice that addresses three …

Is Technology Taking The Economy Nowhere Fast?

By David Karp, PagnatoKarp “If valuations are similar or higher than past bubble peaks, how can today’s cycle not be considered a bubble?” –Eric Cinnamond (value investor) If you listen to the financial media, the recurring answer to Eric’s question is in reference to the wave of amazing technology sweeping the globe. Technological advances are the cornerstone to sustainable and durable …

How To Turn Time Management Into More Time

“You may delay, but time will not.” These are the words of the ever-practical Benjamin Franklin, and they are, dare I say, timeless – they apply just as much today as they did when he said them. Time management is important for all professionals, and is utterly essential for entrepreneurs. Most of us can probably rattle off at least five …

The Value of a Fiduciary Advisor Reaches 4% in 2017

Written by: Brad Jung | Russell Investments, March 29, 2017 Updating our annual “Value of a Fiduciary Advisor” study for 2017 seems especially relevant given the spotlight that the DOL fiduciary rule has shone on all manner of fees in recent months. Regardless if the fiduciary rule is materially changed or not during the current delay, the fact remains that fees – and the value clients derive …

The 19 Questions to Ask Your Financial Adviser

Wall Street Journal, by Jason Zweig, Aug 25, 2017 The burden of finding an adviser who will act in your best interest is on you. Getting all stockbrokers, financial planners and insurance agents to act in the best interests of their clients is a struggle that financial firms and their regulators still haven’t resolved. That should be their job — but for …

3 Steps To Prepare For Major Emergencies

Affluent families often have heightened concerns about events that could pose a threat to their well being and security. From natural disasters to acts of terrorism, you generally receive little or no advance warning of a major emergency. Establishing a plan for such situations can put your “what-if” worries to rest. When it comes to starting the conversation, your portfolio …

Charitable Contributions: Your Generosity Becomes Savings

Charitable contributions are a powerful way to lower your tax bill and increase savings. Start planning ahead and consider implementing these valuable strategies: Donate Securities Instead Of Cash There are several ways to maximize your tax benefits when donating securities to charity: Stock that has appreciated in value: Make sure the stock has been held at least one year. When …

When To Communicate About Family Wealth

By Dr. Richard Orlando, Family Coach We are often asked by our client-families, “When should I begin talking about our family’s wealth with our children?”  My response: “You have already begun to communicate about your family wealth by the lifestyle decisions you have made thus far, the implicit and explicit comments (or lack thereof) in the family conversation about money …

Wealth Management is Dead

(PODCAST) “Wealth Management Is Dead” with Paul Pagnato on BizTalkRadio

Listen to the Podcast: Paul Pagnato talks candidly on-air with Adriane Berg, from Generation Bold and BizTalkRadio, about his unique perspective on the financial industry. Paul’s message of truth is this: “Wealth Management Is Dead. Three things have converged: regulation changes, demographic changes and technology. Together, these are shaping a new future that will replace the current broken system. Over …

IRA Planning Tips

3 Essential IRA Strategies To Lower Your Tax Bill

We all want to maximize our savings and minimize the tax impact in retirement. With the right planning, you can do just that. Below are three IRA strategies, that when implemented effectively, will have you paying the most efficient tax rate while also increasing your retirement savings. 1. CONVERT YOUR TRADITIONAL IRA TO A ROTH IRA. There are many benefits …

Financial Advisor IQ

Put ‘Sharing’ Ahead Of ‘Possessing’

Financial Advisor IQ, By Murray Coleman, August 1, 2017 Advisors need to realize their clients don’t always yearn to own everything they buy these days. In fact, recognizing such an emerging consumption trend – and coming to grips with the so-called sharing economy – is a savvy way for FAs to link today’s family household budgeting needs with tomorrow’s investment goals. …

4 Ways to Protect Your Wealth

What Are The Keys To Wealth Protection?

No matter how much money you have, finances are almost always a concern. Despite bright spots in our overall economy, most people continue to worry and stress about their financial state. High net worth individuals and successful entrepreneurs often worry too, but the details of that stress have evolved from juggling paychecks to preserving nest eggs. Here are the 4 …

3 Ways Successful Entrepreneurs Think Differently

3 Ways Successful Entrepreneurs Think Differently

Your thoughts shape your reality. For entrepreneurs, it’s important to cultivate a successful mindset. The way you think is one of your most valuable assets as an entrepreneur because your mindset affects what you believe is possible, and that will dictate what actions you take in your life and business. It will govern the risks you take or don’t take …

Why Abbot Downing Advisor Has Joined PagnatoKarp

ADVISOR STORY: Why I Joined PagnatoKarp from Abbott Downing

By Stephen H. Berardi, CFA®, July 2017 Open the WHY? Brochure Read The Press Release The financial services landscape has caused me to question the large integrated firm model. My inherent fiduciary responsibility demands that I strive to deliver the best available world class investment solutions in a fully open environment. To maximize the ability to provide independent, objective, and …

Can a Vacation Shape Your Legacy?

Purposeful Travel

By Dr. Richard Orlando, John Morris, and Hannah Shaw Grove We all have our own reasons to travel – perhaps looking for a change of scenery, wanting a break from the daily routine, or seeing a different part of the world. Some of us feel the need to experience the foreign or to explore the different. There are those who …

3 Tactics to Avoid Identity Theft

How Do I Avoid Identity Theft?

Nobody wants to be the victim of identity theft or credit card fraud but it is becoming an increasingly bigger problem in today’s technology-based world. It takes vigilance and consistency to be protected and there are steps you should be taking for the safety of your personal identity. We have divided these strategic and actionable tactics into three categories: 1. …

Can Wealth Management Survive the 21st Century?

Brokerages May Go the Way of the Buggy Whip

Financial Advisor IQ, by Thomas Coyle, July 13, 2017 Transactional wealth management is dying. Traditional brokerage-style approaches are being done in by regulatory changes, technological innovation and the advent of new clients with new priorities, according to some industry observers. And, they say, there’s really no bringing it back. “This industry will follow the direction already taken in the U.K., …

Warning Signs Investors Should Not Ignore

Warning Signs Investors Should Not Ignore

By David Karp, PagnatoKarp Don’t Fight The Fed? It seems a day doesn’t go by when we are questioned as to why the stock market keeps rising. Despite relatively stagnant fundamental underpinnings, corporate earnings, and economic growth, new record highs are practically a daily headline. In the past, we have written on behavioral traits and similar historical occurrences to help …

Why Abbot Downing Advisor Has Joined PagnatoKarp

PagnatoKarp Welcomes Stephen Berardi To Its Fiduciary Family Office™

RESTON, Va., July 10, 2017 /PRNewswire/ — Veteran advisor Stephen Berardi has joined PagnatoKarp as a Family Wealth Advisor to ultra-high-net-worth clients in its Fiduciary Family Office™. Berardi has over 20 years’ experience working directly with ultra-high-net-worth individuals on complex financial planning and strategic long-term investment guidance. He joins PagnatoKarp, an independent fee-only registered investment advisor (RIA) with over $3 …

Biz Talk Radio

(PODCASTS) PagnatoKarp Featured On Executive Leaders Radio Show

Paul Pagnato and David Karp have both shared their personal stories on BizTalkRadio during interviews on the Executive Leaders Radio show. Executive Leaders Radio interviews business leaders to give listeners a good sense of “what makes success”. Host Herb Cohen has fine-tuned the art of connecting a CEO’s yesterday to today’s success. Listeners appreciate connecting to these relatable role models. Each …