Murray Financial, Inc.

Investment Advice

Investment advice is the primary reason that clients seek help from financial planners.  Advice in this area can range from a simple review of an individual's 401(k) allocation, which would be on an hourly basis, to a complete fee-based asset allocation of all retirement , non-qualified, and college savings accounts.

There are three requirements for successful investing:

1. Knowledge of investment strategies and the financial markets,

2. Willingness to dedicate the time required to gain the knowledge necessary to stay abreast of current conditions and to implement a strategy, and

3. The motivation to do steps 1 and 2 on a consistent basis

Even if you have mastered the three requirements above, there is one more issue that is difficult to control.  Your emotions!  Studies of investor behavior consistently show that most investors act irrationally with their investments - selling low in a panic or buying high when the markets are doing well.  Most individual investment enthusiasts behave this way.  The cost of this "hobby" can be very high.

As a Registered Investment Advisory (RIA) firm, Murray Financial, Inc. provides as a service the three requirements listed above, will insulate you from your investment emotions, and will assist you with all your investment planning needs.

MFI has chosen Fidelity Investments as the custodian for our clients' portfolios.  With one of the largest mutual fund selection in the industry, working with Fidelity enables MFI to select the most appropriate investments for our client's portfolios from more than 5,600 mutual funds offered by over 400 mutual fund families.

Send mail to TimMurray@MurrayFinancial.com with questions or comments about this web site.
Copyright © 2011 Murray Financial, Inc.                                                                               
Last modified: 06/09/11