Fee-Based Advisors: Working for You or Their Firm?

http://media.blubrry.com/invest/p/content.blubrry.com/invest/Fee-Based_Advisors_Working_for_You_or_Their_Firm.mp3 “Fee-based…fee-only…same thing, right?”. We’ve heard this before, and if it sounds correct to you then the brokerage industry’s obfuscation has succeeded. Just last week, Tom and Brendan discussed why you need to ask how your advisor is compensated. With so many advisors taking the dually-registered route these days, it’s integral that you understand their […]

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Why You Need to Ask How Your Advisor is Compensated

http://media.blubrry.com/invest/p/content.blubrry.com/invest/Why_You_Need_to_Ask_How_Your_Advisor_is_Compensated.mp3 Let’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, you find […]

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Understanding Your Investments is Critical

Tom Mullooly Understanding Your Investments is Critical

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 […]

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Dually-Registered Advisors: The Quasi-Fiduciary

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 […]

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What Does Suze Orman Recommend?

http://media.blubrry.com/invest/p/content.blubrry.com/invest/What_Does_Suze_Orman_Recommend_Novemeber_2014.mp3 On 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 where readers […]

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