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Mullooly Asset Management

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

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Tim’s Top Links – 12/20/16

December 20, 2016 by Timothy Mullooly

The youngest Mullooly brother, Casey, has recently passed his Series 65 exam.  While studying, he came across a couple practice questions that raised an eyebrow or two.  Especially with the new Department of Labor rule causing change across the industry, these practice questions just don’t seem right.  Hopefully over the coming years, prospective advisers won’t be taught some of the things they currently are.  Take a look at Casey’s latest blog post below to see what I’m talking about.

Here’s what I’ve been reading this morning:

‘This Needs To Change’ – Casey Mullooly – Mullooly Asset Management

‘Cash Cows Eventually Die’ – Tadas Viskanta – Abnormal Returns

‘Ray Dalio: Welcome to the Age of Trump’ – Josh Brown – The Reformed Broker

‘The Emerging Markets Hat Trick: Time to Throw Your Hat In?’ – Rob Arnott, Brandon Kunz – Research Affiliates

‘Is Financial Planning an Industry or a Profession?’ – Michael Kitces – Nerd’s Eye View

ENJOY!

tim

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1971 State Route 34, Suite 102
Wall Township, NJ 07719

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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.

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