Tim’s Top Links – 7/17/17

by | Jul 17, 2017 | News

timLast week Casey published an extremely important article on our blog.  He talks about the questions everyone should ask BEFORE working with a financial advisor.  Choosing an advisor is a big decision, and sometimes clients don’t give it the time and consideration it deserves.  You can find Casey’s article below.

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

‘Questions To Ask Before Working With A Financial Advisor’ – Casey Mullooly – Mullooly Asset Management

‘How To Use Your Imagination To Make Better Financial Decisions’ – Peter Lazaroff

’10 Things We Believe Wealth Management Should Be’ – Isaac Presley – The Cordant Blog

‘It’s Monday Again…When Is My Retirement?’ – Anthony Isola – A Teachable Moment

‘New ETF For Hot FANG Tech Stocks Begins Trading’ – Michael Sheetz – CNBC


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