https://media.blubrry.com/invest/p/content.blubrry.com/invest/Why_You_Need_to_Ask_How_Your_Advisor_is_Compensated.mp3Subscribe: Android | RSSLet’s lay out a hypothetical situation here: You haven’t been feeling well and decide that a trip to your doctor is in order. After describing your symptoms to the doctor, they decide to prescribe you Drug A for treatment. You thank the doctor, fill your prescription and move on. Two weeks later,… [Read More] Why You Need to Ask How Your Advisor is Compensated
fee-only investment advisor
Understanding Your Investments is Critical Here at Mullooly Asset Management, we’re a fee-only investment advisory firm. That means we work exclusively for our clients, we don’t receive commissions to sell anything. We believe in complete transparency and want our clients to feel comfortable with the investment process and what they own. Confusing statements can be… [Read More] Understanding Your Investments is Critical
We frequently discuss the differences between brokers and investment advisors here at Mullooly Asset Management. Whether it’s in our posts, on our podcasts, or in our videos, you’ve likely heard our opinion before, and know that we’re fee-only investment advisors. To review, brokers are held to a standard of suitability, meaning they can put their… [Read More] Dually-Registered Advisors: The Quasi-Fiduciary
https://media.blubrry.com/invest/p/content.blubrry.com/invest/What_Does_Suze_Orman_Recommend_Novemeber_2014.mp3Subscribe: Android | RSSOn this week’s Mullooly Asset Management podcast, Tom and Brendan discuss an article they recently read. Interestingly enough, the article came from Costco Connection magazine. Not the typical reading material of the Mullooly Asset Management team, but it was a good read none the less. Costco featured an “Ask Suze Orman” column… [Read More] What Does Suze Orman Recommend?
A lot of investors wonder, “What should I pay for investment advice?”, and have no idea what sort of answer to expect. There are many factors that go into the cost of investment advice. The biggest factor is what type of investment manager you choose to work with. A lot of financial writers and… [Read More] What Should I Pay for Investment Advice? Video
https://media.blubrry.com/invest/p/content.blubrry.com/invest/How_Much_Does_an_Investment_Manager_Make_June_2013_Podcast.mp3Subscribe: Android | RSSHow much does an investment advisor cost? That’s a pretty good question, and one that we hear often at Mullooly Asset Management. Many people see it as some sort of a big secret. You have probably felt that feeling of intimidation before when shopping for car, buying insurance, or maybe working with… [Read More] How Much Does an Investment Advisor Cost?