There needs to be a discovery period between advisor and prospective client. It should be conducted almost as an interview. Both advisor and prospective client NEED to find out if the relationship will be a good match. Each situation will be different, but here are a few essential questions every prospective client should ask their… [Read More] Questions to Ask Before Working With a Financial Advisor
fee-only investment advisor
Fiduciary Rule Has Led to an Awakening
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 that you have to… [Read More] Fiduciary Rule Has Led to an Awakening
Mullooly Asset Show: Episode 44
‘Bad Timing Costs Investors 2.5% A Year’ – Timothy Strauts – Morningstar Tom Mullooly: We’re talking to you millennials in episode 44. Listen up. Welcome to the Mullooly Asset Show. I’m your host Tom Mullooly and this is episode number 44. People ask us all the time, “Where do you get these questions from?… [Read More] Mullooly Asset Show: Episode 44
Mullooly Asset Show Episode 0
Hi, I’m Tom Mullooly from Mullooly Asset Management, and thanks for watching our video. We’re calling this one episode zero because we’ve recorded videos in the past where we’ve answered questions, but we never really put together one video that talked about who we are, and what we’re about. So we’re calling this episode… [Read More] Mullooly Asset Show Episode 0
Mullooly Asset Show Episode 41: Account Minimums?
1:26 – Why do some advisers have account minimums? Here is the transcription for this video
Mullooly Asset Show Episode 3
Mullooly Asset Show Episode 3 0:30 – Fees 3:35 – Money market rates 6:35 – Tough times for retirees Here is the link for the transcript to this video