It’s been about a month since I wrote my first post about living with CML, “You’ll Be Alright”. It’s hard for me to write consistently due to a phenomenon known as “chemo brain”. In this last month a lot has changed and at the same time a lot hasn’t changed. Something that hasn’t changed is how… [Read More] Smile On
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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:
In the movie A Quiet Place, the story follows the Abbott family. The Abbotts live in a post-apocalyptic world that has been decimated by extraterrestrial creatures who hunt by sound. As we quickly learn in the first few minutes of the film, the family’s survival is dependent upon silence. Anybody who makes even the slightest… [Read More] Negative Space: Why It Always Feels Like the Top
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
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?