Ep. 126 of the Mullooly Asset Show was published yesterday. In this week’s episode, Tom talked about the rules investment advisors need to follow when it comes to advertising, using testimonials, and more. It should be a big red flag to see an advisor NOT following these rules. Be wary!
Here’s what I’ve been reading this morning:
‘The Failure of Factor Investing was Predictable’ – Larry Swedroe – Alpha Architect
‘Buffett’s Betas’ – John Rekenthaler – Morningstar
‘Increasing Your Income in Corporate America’ – Fervent Finance
‘Even God Couldn’t Beat Dollar-Cost Averaging’ – Nick Maggiulli – Of Dollars and Data
‘The Case Against Permanent Life Insurance’ – Peter Lazaroff – The Wall Street Journal
ENJOY!
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