We need to change financial planning forever. When I began my career, most financial planning advice swirled around tax avoidance. Planned then shifted in estate planning work. It quickly evolved into retirement planning. A great deal of work these days centers around paying for education. This should not come as shock or surprise to anyone:… [Read More] How To Change Financial Planning Forever
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Tim’s Top Links – 8/17/18
In case you missed it, yesterday Ep. 031 of Living With Money was published. I talked with Christine Benz, Director of Personal Finance at Morningstar. We talked about all things personal finance, and touched on a number of different books/blog posts Christine has written over her career that everybody should check out. You can find… [Read More] Tim’s Top Links – 8/17/18
Ep. 224: Is it Time to Revamp the 401(k)?
https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_224.mp3Subscribe: Android | RSSIn Ep. 224 of the Mullooly Asset Podcast, Brendan and Tom break down a recent article from the Wall Street Journal that talks about auto-enrollment rates for 401(k) plans. This leads to a bigger discussion about the 401(k) plan as a whole, and the purpose of the workplace retirement plan. Is it… [Read More] Ep. 224: Is it Time to Revamp the 401(k)?
Tim’s Top Links – 8/16/18
I have a note on my wall in my office that says ‘Never Forget Your ‘Why”. Today is my 26th birthday, so this morning I reflected on ‘why’ I do what I do. Why I do what I do is simple: I do it because I love my family to death, and love working alongside… [Read More] Tim’s Top Links – 8/16/18
Two Centuries of Momentum | Flirting with Models
Despite the truisms about not trying to chase the market or time trades based on external events, a momentum-based strategy can provide a way for savvy investors to use short term trends to their advantage. Simply put, a momentum strategy calls for buying stocks that have just started on an upward trajectory and selling off… [Read More] Two Centuries of Momentum | Flirting with Models
Tim’s Top Links – 8/15/18
The date for my fantasy football league draft is being set, and my excitement level continues to rise. I LOVE football season, and sitting down with my fantasy lineup, some good food, and my TV on Sunday afternoons in the Fall. I constantly talk with Brendan here in the office about whether or not fantasy… [Read More] Tim’s Top Links – 8/15/18