Tim’s Top Links – 9/13/19

Today is Friday the 13th, and there will be a full moon tonight.  It might not be October yet, but today definitely has a fall, spooky feel to it!

Like Michael Scott said, “I’m superstitious, but I am a little stitious”.

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

‘Questions to Ask Your New Advisor’ – Mullooly Asset Show

  • In Ep. 157, Tom tells viewers about some great questions to ask your advisor, or your new advisor when getting started together.

‘Three Days in the Desert: Wealth/Stack 2019’ – Justin Castelli – All About Your Benjamins

  • Justin recaps a fantastic three days in Arizona at Wealth/Stack.  If you’re on the fence about going next year, read this post!

‘A Behavioral Prescription’ – Michael Batnick – The Irrelevant Investor

  • Overreacting to market volatility can be a killer in the long run, and Michael write about certain behavioral changes we can make to lessen the blow of going fully to cash.

‘Financial Salespeople Need to Stay in Their Lane’ – Tony Isola – A Teachable Moment

  • Tony writes about an amazing panel at Wealth/Stack that talked about Reg BI, disclosures, and the difference between real advice vs. a disguised sales pitch.


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