Yesterday, Jeff Bezos put out his annual letter to shareholders, which you can read here. Jeff shared his thoughts on what makes Amazon so successful: high standards. He acknowledges that a combination of many things makes Amazon what it is, but strongly believes their standards to be a driving force. Bezos outlines the four elements… [Read More] The Four Elements of Patient Investing
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4 Things to Do With Your Tax Refund
Time Stamp 0:35 – “What should I do with my tax refund?” 4 Things to Do With Your Tax Refund – Transcript Tim Mullooly: In episode 85, we’re going to talk about your tax refund. How’s it going, everybody? This is Tim Mullooly. Welcome to the Mullooly Asset Show. This is episode number 85. Brendan,… [Read More] 4 Things to Do With Your Tax Refund
Tim’s Top Links – 4/19/18
The latest episode of Living With Money dropped today! You can find the link below. I talk with Brad Sherman from Sherman Wealth Management about how he utilizes technology to help scale his RIA business, the benefits of blogging & social media, and the difference between fee-only vs. fee-based advisors. We also touch on a… [Read More] Tim’s Top Links – 4/19/18
Incentives and behavioral design: brokerage UI edition
Knowing what drives your broker or your fiduciary advisor makes a big difference – especially since there is a difference between a broker and a fiduciary advisor. In short, a broker will help you invest your money wisely but a fiduciary advisor may be more interested in the fees they receive in return for helping… [Read More] Incentives and behavioral design: brokerage UI edition
Tim’s Top Links – 4/18/18
Tax Day 2018: Take two! Due to a glitch in the IRS website, they have extended filing through the end of the day today. I don’t know about you guys, but the thought of leaving my taxes until the day it is due just makes me extremely nervous. Here’s what I’ve been reading this morning:… [Read More] Tim’s Top Links – 4/18/18
Tim’s Top Links – 4/17/18
One of the biggest topics in the finance industry today is behavioral finance. It is becoming more and more important for advisors to understand WHY investors make certain decisions, good and bad, and how they can help educate their clients to ultimately make better decisions. The first link below is a great conversation about behavioral… [Read More] Tim’s Top Links – 4/17/18