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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