Looking for tips related to financial planning and investment management?
Investing Best Practices: Know What you Own (Russell 2000 Edition)
With the Russell 2000, a popular small cap index, set to be reconstituted later this month, we wanted to go over an investing best practice, and remind folks to KNOW WHAT YOU OWN! Tom breakdowns how two of the top names in the Russell 2000 index are (most likely)...
Retirement Habits: The In’s and Out’s of Portfolio Rebalancing
In this week's episode, the guys cover an array of topics, including the importance of portfolio rebalancing. Brendan and Tom breakdown why rebalancing allows the individual pieces of the portfolio to "do their jobs". And why it's a good risk management technique to...
Work With an Advisor to Understand Your Options
The role of an investment advisor is to help you, the client, figure out what the best option is, FOR YOU! In this week's video, Tom discusses a recent article from Barron's claiming that older children living at home may be ruining retirement for their parents. Life...
College Planning: 5 Steps for Filling Out FAFSA
We consistently get questions about paying for college. Unfortunately, the cost of higher education is only going in one direction. It is rare these days to be able to pay for college out of pocket, especially if there are multiple children in the family. Financial...
So, When Can I Retire?
This is the main question we help folks answers. In this weeks' episode, Casey, Brendan, and Tom, walk through a real life example from a recent article by MarketWatch. The guys break down the nuances of retirement planning and shed light on our process. They also...
7 Tips for Going Through a Divorce
Divorce is a life-altering event that we help clients through all the time. We never like to see our clients go through tough situations. But the fact of the matter is, divorces happen. Divorce is emotional, and financial protection may not always be top of mind. But...
Looking for an Investment Advisor? Answer These 4 Questions First
While we know that having a long-term, trusted relationship with an investment advisor can help a lot of people reach their financial goals, it’s not for everyone. Some people may be better off managing things on their own, and that’s okay. However, if you’re unsure...
The Stock Market is Not the Economy
When we think of financial health, a few things come to mind. The overall financial plan you put together with your financial planner is the most important. What are some of the other factors besides your financial plan? Your investments, the Dow Jones Industrial...
Has Your Company Suspended Its 401(k) Match?
The last few months have seen a lot of change at the Jersey Shore. Everyday life had ground to a halt, and now is slowly re-opening itself one day at a time. From Cape May, to Belmar, all the way to Jersey City, every inch of our great state has felt the impact of...
Are Bonds a Safe Investment? The Video You Need to See
Are bonds a safe investment? If you listen to the majority of the financial industry "experts", they will tell you they are. In this week's Mullooly Asset Management video Tom wants you to know that bonds might not be the safe investment you've been told they are. Tom...
Getting Out of Student Loan Debt: The Secret You Should Know
Pretty much everybody has to deal with college loans at some point in their life. These loans are not easy to pay off and have only grown in size over the years. The cost of college is not coming down any time soon, so how do people continue to pay them off? Tom and...
Roth IRA Conversion: Why You Don’t Make Too Much to Contribute
A common misconception many investors have is that they make too much money to contribute to a Roth IRA. This used to be true, but is not anymore. In this week's Mullooly Asset Management podcast Tom and Brendan discuss how everybody can put money into a Roth IRA....
Exchange Traded Funds (ETF’s): What Are They?
Looking to learn more about Exchange Traded Funds? ETF's are a basket of investments that are traded on a stock exchange. They have a special set of qualities that may appeal to your personal investing tastes. Exchange Traded Funds and mutual funds are two very...
