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Bill McCarthy Discusses Factors For Developing An Investment Strategy

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Total Case Duration :

  • Date Added : 7/22/2014
  • Clip Duration : 1 min. 25 sec.

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Bill McCarthy

  • Financial Planner, Merrill Lynch
  • male
  • Caucasian
  • 1985 (Age: 39 years old)
  • Bill McCarthy - Interview - Merrill Lynch
  • Video 1 of 9 in this Case
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Biography

Bill McCarthy is a Financial Adviser with Merrill Lynch. Bill joined Merrill Lynch in 2007 and is currently associated with the Claffey & McAuley Team at Merrill Lynch.

Bill is an honors graduate of Cornell University with a degree in Applied Economics and Management.

The most important factors are....there's a few. One of them being, the obvious, finances. You know, how much do you have to retire? How much do you want to live off when you retire? And how much do you maybe need to keep saving until you retire?Another would be work. Do you continue to work wh...(Full transcript available to logged in subscribers.).

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Bill McCarthy videos

Video 1 of 9 Bill McCarthy Shares Personal Financial Journey
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/2014
  • Bill McCarthy
  • 1 min. 15 sec.
Video 2 of 9 Bill McCarthy Discusses Becoming Financially Literate
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/2014
  • Bill McCarthy
  • 1 min. 7 sec.
Video 3 of 9 Bill McCarthy Discusses Factors For Developing An Investment Strategy
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/2014
  • Bill McCarthy
  • 1 min. 25 sec.
Video 4 of 9 Bill McCarthy Offers Retirement Advice For Women
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/2014
  • Bill McCarthy
  • 1 min. 18 sec.
Video 5 of 9 Bill McCarthy Discusses Factors In Retirement
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/2014
  • Bill McCarthy
  • 0 min. 42 sec.
Video 6 of 9 Bill McCarthy Explains Emotional Mistakes
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/2014
  • Bill McCarthy
  • 1 min. 14 sec.
Video 7 of 9 Bill McCarthy Discusses The Sandwich Generation
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/2014
  • Bill McCarthy
  • 1 min. 25 sec.
Video 8 of 9 Bill McCarthy Discusses International Investments
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/2017
  • Bill McCarthy
  • 0 min. 43 sec.
Video 9 of 9 Bill McCarthy Discusses It Is Fine To Have A Mortgage After Retirement
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/14
  • Bill McCarthy
  • 1 min. 2 sec.