One of my favorite scenes from the movie "Bull Durham" happens right in the first few minutes. After knocking out the prized bonus-baby pitcher with a punch, Crash (Kevin Costner) says, "I'm Crash Davis, your new catcher. And you just got lesson number one: don't...
The fiduciary rule is partially in place as of June 9th. The most important thing this rule has done for the investing world is it has woken the public up to how important it is to work with a fiduciary adviser. What does being a fiduciary even mean? Well it means...
Recently, I've been doing some studying for the CFP exam. I keep coming across a certain phrase, "all else being equal", which comes from the Latin ceteris paribus. Whether you're studying finance, economics, psychology, or biology you're bound to come across it...
We recently had the pleasure to catch up with Christopher Gannatti, Associate Director of Research with WisdomTree. Based in New York City, WisdomTree Asset Management is the seventh largest ETF provider based on AUM (Assets Under Management). Christopher was...
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...
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...
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...
Tom Dorsey, founder of Dorsey Wright & Associates, was recently 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?
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...
