Mullooly Asset Show: Episode 49 – Estate Planning Tom Mullooly: In episode 49, we’re going to cover something a little serious. We’re going to talk about estate planning. Welcome to the Mullooly Asset Show. I’m your host, Tom Mullooly, and this is episode number 49. We continue to plow away with these, because we… [Read More] Mullooly Asset Show: Episode 49 – Estate Planning
Tim’s Top Links – 7/21/17
The MLB trade deadline is fast approaching, and my beloved Mets seem to be in the midst of a lost season. Hopefully they can pull off some smart trades in the next week or so, and get some useful pieces for the future. The trade deadline approaching put an idea in my head. Imagine there… [Read More] Tim’s Top Links – 7/21/17
Tim’s Top Links – 7/20/17
If you ask someone who isn’t a professional in this industry about the stock market, they will almost undoubtedly reference Facebook, Apple, Netflix, or Google. As we in the industry like to call them: FANG (Some people like to throw Amazon in for FAANG, whatever.) HOWEVER, as Ben Carlson points out in his post below,… [Read More] Tim’s Top Links – 7/20/17
Tim’s Top Links – 7/19/17
Over the past couple weeks, we’ve been trying to highlight the differences between ETFs and mutual funds in our work. Yesterday, Tom posted a blog post that sums up everything we’ve been thinking. You can find the link to the article below. Here’s what I’ve been reading this morning: ‘Differences Between Mutual Funds and ETFs’… [Read More] Tim’s Top Links – 7/19/17
Tim’s Top Links – 7/18/17
It feels like time and time again the same conversation is had with clients and potential clients. When it comes to financial planning, it really comes down to that second word: planning! Sometimes the looks on people’s faces make it seem like we tell them never to spend another dollar again, and that couldn’t be… [Read More] Tim’s Top Links – 7/18/17
Tim’s Top Links – 7/17/17
Last week Casey published an extremely important article on our blog. He talks about the questions everyone should ask BEFORE working with a financial advisor. Choosing an advisor is a big decision, and sometimes clients don’t give it the time and consideration it deserves. You can find Casey’s article below. Here’s what I’ve been reading… [Read More] Tim’s Top Links – 7/17/17