Recently, I had the pleasure of speaking with Tim Mullooly, the host of the Living with Money podcast. There are plenty of times when I feel like I'm railing against the system, and that the industry is in need of a fire-hose spray down, but when I speak with fellow advisors who are doing right by investors it lifts me in ways I can't adequately describe. Such is the case with Tim. He and his family have their own fee-only registered advisory firm, Mullooly Asset Management. They built Read on...
We Are ALL Teachers
Weeks ago, I found myself writing testimony I would deliver before the House Financial Services Subcommittee on Investor Protection, Entrepreneurship and Capital Markets. The topic was examining the SEC’s Best Interest Rule to see if this “replacement” for the fiduciary rule could ensure that investors’ needs would be put first by financial professionals. Sorry to say, I felt like Dorothy in the Wizard of Oz after the curtain was pulled back – horrified at the bullying and cowardice on Read on...
Your Creative Solution
I had the pleasure of interviewing Gabriela Pereira for On Her Mind podcast. While her business focuses on writers, her message is universal: Our mindset can greatly limit our creative spirit. I first encountered Gabriela when her book, DIY MFA (Do-it-yourself Master’s in Fine Arts) was released. As one who loves to read and write fiction, her ability to boil down the critical components of this coveted degree intrigued me. When would I find the time to pursue this degree? Read on...
Relentless Optimism
Like most people, I have a real soft spot for the underdog. Yanely Espinal has a unique story to tell, but the theme of trying to make a better life is at the core, and that story never grows old for me. Her parents immigrated to the U.S. from the Dominican Republic and had little formal education. As one of nine children growing up in a three-bedroom apartment in Bushwick, Brooklyn she hadn't thought about money as abundant - and when she arrived on the campus of Brown University, her Read on...