Resources

Get to know your financial advisor before you invest:

1. Broker Check FINRA – Check your broker’s background
2. Adviser Check SEC – Check your adviser’s background
3. Paladin Registry – Verify Credentials
4. PWMS Code of Ethics

 

 

Books & Articles Recommended by PWMS (click here)

 

 

Useful Websites

Taxes:

• Internal Revenue Service

Government Agencies

• Social Security Administration

New:

• The Wall Street Journal
• New York Times