Peter Mallouk Quotes

A Good List Of Questions To Ask Your Advisor Will Include The Following: Where Will My Money Be Held? Right Answer: Somewhere Else! Are You A Broker? Right Answer: No! Are You A Dually Registered Advisor? Right Answer: No! Do You Or Any Affiliate Have Proprietary Investments Of Any Kind? Right Answer: No! How Are You Compensated? Right Answer: Total Disclosure In Writing And Never Make Commissions On Any Investment Product. What Are The Credentials Of You And/or Your Team? Right Answer: If Planning Is Involved, A CFP Is Ideal To Have On The Team. What Is Your Planning And Investment Management Approach? Right Answer: The Firm Should Follow A Coherent Philosophy Rather Than A Bunch Of Different Strategies (unprincipled) And Should Follow An Approach That Does Not Involve Market Timing Or Active Trading.

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