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
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Here we cover working with an investment advisor, how to find an investment adviser, what kind of questions to ask an investment adviser or financial advisor. We also cover topics like knowing the differences between stockbrokers (also known as financial consultants, financial advisers) and investment advisers -- differences most individual investors may not know.
We also cover areas like fee-only advisors versus fee-based advisors, and fee-only advisors versus advisers working on commission. We don't trash any business model as wrong, but it's important you know how your adviser gets paid.
If you do not see a topic you would like discussed, feel free to get in touch with Thomas Mullooly and his team at 732-223-9000 or here.
Here are some of our most recent articles:
You cannot watch a baseball game these days without hearing about a batter’s launch angle. Launch angle is the measurement of a batted ball’s vertical trajectory. Since 2015, hitters have begun optimizing their swings for the ideal launch angle (25-35 degrees). This is because research has shown that balls hit within that range are more… [Read More] Today’s Edges, Tomorrow’s Table Stakes
Creating a portfolio without making an investment policy statement means failing to acknowledge that investing is an emotional endeavor. For those of you who don’t know what an investment policy statement is, let me begin with a story: In Homer’s epic, The Odyssey, the hero Ulysses must sail past the Sirens to reach his home.… [Read More] Why You Need an Investment Policy Statement
If you were given you a map to get to a destination, would you follow it? In our world, the “destination” would often be retirement, or paying for college. According to Morningstar, the total return for the Vanguard 500 Index Fund Investor Shares (symbol VFINX, otherwise known as “the S&P 500 index”) for the past… [Read More] If you were given you a map to get to a destination, would you follow it?
I had a conversation recently with a good friend of mine while playing golf. He explained to me that during his rounds of golf he’s pretty good for most of it. Usually making par or bogey on 14-16 holes. The problem is there always seems to be 2-4 “blowup holes” where he scores double bogey,… [Read More] Damage Control
Risk management is a topic we hear a lot about when it comes to investing. Its popularity tends to ebb and flow based on recent market performance. This seems intuitive to me because when the risk we’re trying to manage doesn’t occur, risk management often looks like a sunk cost. Conversely, when a risk we… [Read More] Risk Management vs. Return Management