Choosing a Financial Advisor
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When choosing a financial advisor, there are a number of questions one should get answered about the type of advisor to hire, their expertise and capability, and their business model and fee structure. Click here to learn what every investor should know |
Managing Your Advisor Relationship
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Some of the most important issues to consider when hiring a financial advisor are the relationship you hope to establish and the working partnership you want to have with an experienced and knowledgeable expert in managing your wealth. The article found by clicking here will cover some of the issues you should consider in managing you advisor relationship. |
Defining Your Investment Objectives
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One of the advantages of working with Murray & Co. Asset Management, Ltd. is the ability to establish investment objectives that are unique to you. We do not attempt to classify you as a particular type of investor, as many firms do, so you can then be slotted into a particular category for being sold a standard set of offerings. We work with each client individually to understand your unique financial situation and personal circumstances. Only then can your personal investment objectives be properly defined. The article found by clicking here discusses the elements of an investment policy statement that can put your interests first. |
Cutting Through the Confusion
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As investing has become more complex, numerous service providers have evolved to serve the investing public. The article found by clicking here discusses the primary differences between brokers, investment advisors and financial planners. Importantly, the differences in how they are regulated, the legal standards to which they are held in serving clients, and the differences in how fees are paid by you are explained in this brochure developed by the Coalition for Investor Education. |
12 Common Mistakes
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Successful investing is not about winning, but about not losing. One noteworthy consultant has framed his investment advice around the notion of “Winning the Loser’s Game”. Individual investors often become their own worst enemy by committing several common mistakes. Avoiding those mistakes can have a dramatic impact on long-term investment returns. Click here to read some common mistakes to avoid and improve your investing experience. |
