Russell Bailyn

Author's details

Name: Russell Bailyn
Date registered: April 23, 2012


Russell Bailyn is a Wealth Manager with Premier Wealth Advisors, LLC., an independent financial planning and investment advisory firm located in Manhattan. Mr. Bailyn is also a registered representative with First Allied Securities, Inc., a FINRA/SIPC member broker/dealer firm. Mr. Bailyn holds series 7, 63, and 65 licenses along with his Life, Accident, and Health Insurance License. He is currently sitting for the Certified Financial Planner (CFP) designation. Mr. Bailyn is the author of Navigating the Financial Blogosphere, a personal finance book published by John Wiley & Sons in September, 2007. The book is based on his highly trafficked financial planning blog and addresses commonly asked personal finance questions. The book is available in Barnes & Noble and Borders bookstores in the United States, Canada, and the UK, and on Mr. Bailyn also writes a personal finance column for the New York Law Journal. Mr. Bailyn specializes in low-cost portfolio construction, 401k rollovers, and detailed personal financial analysis. His ideas and opinions have been featured in countless publications including Investor’s Business Daily, Wealth Manager Magazine,,,, Consumer Reports, Seeking Alpha, AM New York, Financial Advisor Magazine, The Journal of Financial Planning, and many others. His professional affiliations include The Author’s Guild and The Financial Planning Association. Mr. Bailyn holds a Bachelor of Science degree from New York University. He can be reached via e-mail or by calling (212) 752-4343 *31

Latest posts

  1. Between the Lines: Market Commentary from First Allied Asset Management — December 16, 2014
  2. Financial Planning & Investment Advisory Fees — December 16, 2014
  3. Year-End Ideas for Owner-Only Businesses — October 28, 2013
  4. Baffled by College Costs? Me Too — October 8, 2013
  5. Financial Planning: What’s Your Process? — April 24, 2012

Author's posts listings

Between the Lines: Market Commentary from First Allied Asset Management

Below are some headlines which have been moving the markets this week. The articles highlighted below are provided by First Allied Asset Management. I’m not sure how many of you did “Black Friday” shopping last week but I can tell you the malls were dead around Long Island, New York. It was much quieter than …

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Financial Planning & Investment Advisory Fees

What is reasonable? From what I’ve seen, fee-based advisory firms, my own included, generally charge an annual fee which ranges from .75% to 1.75% of assets under management. Generally, the larger your account balance, the more likely you are to receive a lower fee. In fact, fee schedules are often tiered such that the initial …

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Year-End Ideas for Owner-Only Businesses

There is still time to establish a plan for the current tax year and take advantage of deductible contributions, but the deadline is very close. Owner-only businesses have until December 31 to establish 401(k), Profit-Sharing, or Defined Benefit Plans. Funding may be completed next year, by the business’ tax filing deadline, including extensions Savings Goal: …

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Baffled by College Costs? Me Too

It’s a conversation many of us have over the dinner table or with our colleagues at work: “I can’t believe the cost of college.” It is a very reasonable statement when you consider that many private colleges cost $40,000+ per year. My alma mater, New York University, is now over $50,000 per year. The question …

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Financial Planning: What’s Your Process?

I’ve been in the business for a while at this point. I’ve heard many stories from financial advisors about how they lead initial consultations and what the different methods are which they use to extract vital information from clients. The problem we often face as advisors is that clients offer us a decent amount of …

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Featured in Financial Advisor Magazine!

I don’t usually blog about my press mentions, but this month I had a pretty cool feature in one of my industry’s most prominent publications. Financial Advisor Magazine interviewed me for a story on social media and how advisors are dealing with the opportunities and challenges it presents. As a blogger, I’ve always been an advocate of …

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