In this post we discuss what is a credit freeze, is it worth getting one, and what happened with the Equifax breach and why it may impact you. Part of our “job” so to speak is to manage your investments. But another part of what we do is help you plan safely for the future.… [Read More] Credit Freeze: Worth it?
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
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
https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_Podcast_184.mp3Subscribe: Android | RSS MAM 184: Tim & Tom Talk DOL Fiduciary Rule Transcript Tom: Welcome to the Mullooly Asset Management podcast. This is Tom Mullooly, and I’m joined by Tim Mullooly. Tim: Hey everybody. Tom: This is episode 184. Tim: 184. Tom: I almost said 185. Tim: Yeah. Tom: We’re going to talk about… [Read More] MAM 184: Tim & Tom Talk DOL Fiduciary Rule
In this episode of the Mullooly Asset Show Tom discusses how buying products from brokers is often not in the client’s best interest. Here is the transcription for this video
1:50 – I got a call about an investment opportunity that sounds pretty complicated. What do you think I should do? Click here for the transcription of this video