Sheila shared her perspective about the tensions that can arise when markets are volatile and spouses have differing risk tolerances. This common issue was spotlighted in a recent article posted at The Wall Street Journal. [More]
April 12, 2021 By
FinancialPlanning discusses RIA custody service changes. Sheila Padden weighs in.
A recent article by Jessica Mathews at FinancialPlanning describes a changing landscape for RIAs (Registered Investment Advisors) when choosing an asset custodial service. Charles Schwab, the largest player in the market had some service speed bumps to overcome during its merger with TD Ameritrade. [More]
January 19, 2021 By
Featured at Bankrate.com: 5 steps to take with your money in 2021
January is always a great time to review your money management strategies, especially so this year. Along with advice from other financial pros, my take was spotlighted in a recent post at Bankrate.com, listing five recommended steps to take for 2021. [More]
December 7, 2020 By
Best personal finance books – Sheila’s pick quoted in Bankrate.com article
Bankrate.com recently posted a list of the top 7 best personal finance books, according to experts. The list, by Bankrate’s David McMillin, featured the reading suggestions of top financial planners, including Sheila Padden. Her favorite? [More]
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