https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_212.mp3Subscribe: Android | RSSIn Ep. 212 of the Mullooly Asset Management Podcast, Brendan and Tom discuss some headlines that caught their eye in the last few weeks. They talk about how investors will be able to see a broker’s profits made from bond sales. They also discuss the idea of California forcing new home builders… [Read More] Ep. 212 – Broker Profits, Elder Fraud, Pensions & more!
https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_211.mp3Subscribe: Android | RSSIn Ep. 211 of the Mullooly Asset Management Podcast, Brendan and Tom discuss this week’s headlines. They talk about CEO’s salaries, specifically the CEO from Under Armour. They discuss how the oil rally “took forecasters by surprise”, and what you can REALLY use forecasts for. They also talk about the US Dollar,… [Read More] Ep. 211 – Forecasting, the US Dollar, Bond Funds, & more!
News (or noise) can be difficult to separate from facts (or signals). As an industry, Wall Street is LOUSY at communicating. Look at this headline from Marketwatch last evening: ? Why investors should dread the month of May—especially this year Published: Apr 30, 2018 4:46 p.m. ET Question: if you are an INVESTOR, why in… [Read More] Signal versus Noise
Do I need an estate plan – if I won’t have estate taxes to pay? There is quite a difference between estate TAXES and estate PLANS. A lot of folks think, “I’ll never have that much dough, so I don’t need to worry about that.” And there’s some truth to that. See, the threshold where Federal… [Read More] Do I Need an Estate Plan If I Won’t Have Estate Taxes in New Jersey?
https://media.blubrry.com/invest/p/content.blubrry.com/invest/Fiduciary_Rule_Dead.mp3Subscribe: Android | RSSIn Ep. 209 of the Mullooly Asset Podcast, Tom talks about the Department of Labor Fiduciary Rule, and if it is going to actually be implemented or not. He also talks about the importance of understanding the fiduciary responsibility your investment advisor SHOULD have when working with your money. Many clients, and… [Read More] Ep. 209: Fiduciary Rule Nearing the End?
The Fiduciary Rule, proposed by the Department of Labor (DOL) several years ago, and signed into law in April 2016 may be meeting a dead-end. And the Rule may be snuffed out before most individual investors even learned about it. But individuals ought to get an education in what this rule is all about. We… [Read More] Fiduciary Rule reaches a potential dead end