I have over 30 years of professional experience in financial planning and investment management. I attended Lycoming College from 1978 to 1982, where I earned my BA in Business. I am a member of the Financial Planning Association and the Society of Financial Service Professionals. I enjoy international travel and I am passionate about horses, boating, fishing, fine wine and gourmet cooking. I am active in fund raising activies for local charities such as the Bonnie Brae School and Residential Treatment...
Featured Advisor
Chief Executive Officer
Prestige Wealth Management Group
Flemington
New Jersey
Author Bios
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Katherine Dordick
Katherine Dordick is Manager of Business Strategy and Development of MillionaireCorner. She is responsible for working with Advisors on developing their profiles on the site, conducting client surveys, and developing improvement and coaching plans as a result of the client surveys. Kathy also uses her expertise in the financial arena to develop eLearning articles, white papers, and training videos designed for both the experienced and new investor.
Dordick has been in the Financial industry for over 8 years, with 6 years spent as a Financial Advisor at Morgan Stanley and Wachovia Securities, and 2 years working with institutional clients regarding their technical research needs. While an advisor, Kathy was responsible for training across the Midwest region on the uses of estate planning, insurance, and trust development within financial advisory practices.
Dordick has been the recipient of several awards and distinctions throughout her career, including “Top Pacesetter”, “Above and Beyond”, and “Star Performer”. Kathy is well-known for her knowledge in the financial markets and is a frequent speaker at various investor and advisor conferences and meetings. Kathy has been published on seekingalpha.com for her expertise in technical research. She holds her Series 7, 66, 33, and 3 securities licenses.
Away from the office, Kathy is heavily involved in her community and various charitable events including Chairperson for Relay for Life Antioch/Lakes area, National M.S. Society bike rides, March of Dimes March for Babies, Girl Scout Leader, T-ball coach, and PTO board member. She is married to her husband Jason and has three daughters
However an investor is getting to alternative investments one thing is clear, those individuals are different than those who are not investing in alternatives. Click here to read more.
What are the different types of alternative investments? Click here to read more.
Investors looking to manage risk must first understand the types of risk their portfolio can face. Click here to learn more about non-systematic risk.
Obama Calling for One Year Extension to Bush Tax Cuts
President Obama is planning to announce a call for a one-year extension to the Bush-era tax cuts for people making less than $250,000 today, according to the New York Times.
Financial advisors take note. Main Street investors want some of that personalized service typically reserved for ultra high net worth investors. Why does that matter? What Main Street investors lack in assets, they make up in numbers.
