I don’t know about all of you, but getting a smartphone changed my life. Sure, I had social media accounts before I had a smartphone, but my activity on those sites SKYROCKETED once I had the apps right on my phone. I always told myself, “When I get an iPhone, I’m definitely NOT going to… [Read More] Step Away From The Investment App!
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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:
On Thursday, November 9, 2017, I had the pleasure of being asked to address the attendees of the Dorsey Wright Point and Figure Institute. I spent the approximate length of a TED talk (17 minutes) talking about tools. Specifically, I addressed how we use the tools provided by our good friends at Dorsey Wright (now… [Read More] My presentation at the 2017 Dorsey Wright Conference
If you’re a football fan, like I am, you know that the Green Bay Packers suffered a major blow to their season last Sunday. The Packers star quarterback, Aaron Rodgers, suffered a broken collarbone early in Sunday’s game, and will most likely miss the rest of this season. The Packers went from being a serious… [Read More] The Aaron Rodgers Effect
A client wrote in and asked, “Do you think the market is due for a correction?” Here was my reply: Short answer: Are we due for a correction? Probably. Longer answer: Let’s start with defining the term “correction.” A correction is usually a 5-10% pull-back in the market. And, as I’ve written lots and lots… [Read More] Time for a Correction in the Market?
“The meanest reversion is the one that refuses to revert in a timely enough fashion.” – Josh Brown I recently had a conversation with a friend who I play fantasy baseball with. We like to bounce ideas off each other, and occasionally commiserate when things don’t work out. My friend was bummed out because a… [Read More] The Meanest Reversion: BABIP and CAPE
Game of Thrones is one of the most popular shows on TV. I was a little late to the game, but hopped on the bandwagon in 2016 and haven’t looked back. One of my favorite moments from the show was an exchange between Daenerys Targaryen and Tyrion Lannister. Daenerys describes the ruling families of Westeros by… [Read More] Break the Wheel