I recently learned that UPS drivers and Derek Zoolander share something in common. They can’t turn left. If you remember, Zoolander wasn’t an “ambi-turner”. While UPS drivers can technically turn left if absolutely necessary, it’s frowned upon by management. A recent Quartz article looked into UPS’s no left turn policy. They shared how the small… [Read More] What Makes Something the “Best”
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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:
Earlier today, Peter Lazaroff shared an excellent post that he created, which put together some serious wisdom from the financial blog-osphere. The lineup of blogging all-stars weighed in on an interesting topic: what’s the biggest mistake investors make? You can check out the post on Peter’s site here: https://peterlazaroff.com/2017/01/30/whats-the-biggest-mistake-investors-make/ I think all of the participating bloggers made valuable… [Read More] Will This Still Be a Good Idea in a Few Weeks?
Boy did I pick an interesting week to be out sick with the flu! The Dow FINALLY hit 20,000 (and is now back under it again, HAHA). Oh, and the roller-coaster ride of President Trump’s first term officially began. Long story short, there certainly wasn’t a shortage of things to talk about on Twitter. Here’s… [Read More] Tim’s Top Links – 1/30/17
Tom Dorsey, founder of Dorsey Wright & Associates, was recently interviewed by Steve Forbes. [Read More] Tom Dorsey interviewed by Steve Forbes
In episode 179 of the Mullooly Asset Management podcast, we ask if the new Trump Administration will let the Department of Labor Proposed Regulations Go Through? [Read More] MAM 179: DOL – Will the Department of Labor Proposed Regulations Go Through?
I recently passed my Series 65 to become an IAR, Investment Adviser Representative. When taking the practice exams it was sometimes difficult to separate what I thought was the best answer and what was the right answer for the exam. This became very clear in the questions dealing with Client Investment Recommendations and Strategies. The… [Read More] This Needs to Change