• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Mullooly Asset Management

Mullooly Asset Management

Fiduciary Fee-Only Financial Planner | Investment Advisor in Wall, NJ

  • Our Fees
  • About us
  • Schedule a Meeting

Financial Advisers: What Do They Do?

October 24, 2012 by Thomas Mullooly

https://media.blubrry.com/invest/p/content.blubrry.com/invest/Financial-Advisers-What-Do-They-Do-podcast.mp3

Subscribe: RSS

What do financial advisers do? This is a question that a lot of people probably wonder on a daily basis. In this week’s podcast Tom and Brendan discuss just what a financial adviser does. They will also talk about why most households in the US, with between $100,000 and $500,000 in assets, have not developed any sort of plan for their retirement. Tom explains why people might be reluctant to contact a financial adviser. You will also learn what the differences between a wealth manager, financial planner, investment planner, and money manager are because not knowing what these people do before investing with them could be a mistake.

There are an abundance of reasons to tune in to this week’s Mullooly Asset Management podcast. If you have ever wondered what financial advisers do, or are just curious as to what the different titles in the industry mean; this podcast is for you! A better understanding of this information could potentially free you from more hesitation in contacting a financial adviser.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy will be profitable or equal to past performance levels.

Now, if you are relying on a blog post for specific investment advice, you are making a huge mistake. Please speak with an investment adviser before making ANY investment decisions.

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions, or withdrawals may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investor’s portfolio.

You can download this week’s podcast titled “Financial Advisers: What Do They Do?” for free by visiting iTunes

 

Never miss a post...and we deliver!

newsletter mailman

Get our updates delivered right to your inbox. Sign up today!

Success! Now go and check your email to confirm your subscription.

There was an error submitting your subscription. Please try again.

We won't send you spam. Unsubscribe at any time. Powered by ConvertKit

Filed Under: Asset Management, Podcasts Tagged With: Financial Planner, Money Manager

About Thomas Mullooly

Thomas Mullooly is owner and founder of Mullooly Asset Management, Inc. In 2002 Tom opened Mullooly Asset Management, a fee-only investment advisory firm. As an investment advisor, and not a broker, Tom works strictly for his clients. With the help of point and figure charting, Tom builds a realistic game plan for clients.

Footer

2052 NJ-35, Suite #203
Wall Township, NJ 07719
Phone: (732) 223-9000
Fax: (732) 223-9600
Email: support@mullooly.net

  • Privacy Policy
  • Disclosures and Legal Disclaimers

Useful Links

  • Contact Us
  • Client Login
  • Pay Bill Online
  • About us
  • Our Fees
Text Example

The information on this website and blog do not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. None of the content contained in this website should be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Follow Us

  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Resource Center

  • Videos
  • Podcasts
  • Blog

Copyright © 2021 · Design by :- Eliza Jack