https://media.blubrry.com/invest/p/content.blubrry.com/invest/How_Much_Does_an_Investment_Manager_Make_June_2013_Podcast.mp3Subscribe: Android | RSSHow much does an investment advisor cost? That’s a pretty good question, and one that we hear often at Mullooly Asset Management. Many people see it as some sort of a big secret. You have probably felt that feeling of intimidation before when shopping for car, buying insurance, or maybe working with… [Read More] How Much Does an Investment Advisor Cost?
Financial Planning Help with Mullooly Asset Management
At Mullooly Asset Management we want our clients to think of us as their personal CFO (Chief Finance Officer). We address many topics/questions that our clients ask us in this section. Financial planning is a very broad topic, some of the specific areas covered here include: saving for college, retirement savings vehicles, retirement planning, investor behavior, financial goal setting and much more.
Here are some of our most recent articles:
This week’s Mullooly Asset Management video covers a financial planning topic that parents and teens alike should be concerned about. Tom and Brendan talk about managing your student loan debt this week. Student loan debt affects millions of Americans each year. However, there is a relatively unknown government program that could help you and… [Read More] Managing Your Student Loan Debt Video
https://media.blubrry.com/invest/p/content.blubrry.com/invest/Skip_out_on_college_loans_podcast_June_2013.mp3Subscribe: Android | RSSPretty 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?… [Read More] Getting Out of Student Loan Debt: The Secret You Should Know
Roth IRA Conversion video Have you been under the impression that you make too much money to contribute to a Roth IRA? Well Tom and Brendan want to let you know that you do not. In this week’s Mullooly Asset Management video Tom and Brendan discuss how investors can still contribute through a backdoor Roth… [Read More] The Backdoor Roth Conversion Video: A Useful Tool
https://media.blubrry.com/invest/p/content.blubrry.com/invest/Roth_IRA_Conversions_Podcast_May_2013.mp3Subscribe: Android | RSSA 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. This does not mean… [Read More] Roth IRA Conversion: Why You Don’t Make Too Much to Contribute
https://media.blubrry.com/invest/p/content.blubrry.com/invest/Taxes_and_Mutual_Funds_podcast_May_2013.mp3Subscribe: Android | RSSDo you know the four ways to get distributions from a mutual fund? Tom and Brendan start off this week’s Mullooly Asset Management podcast by talking about them. The four ways include income, dividends from holdings, short term capital gains, and long term capital gains. Short term capital gains are when you… [Read More] Capital Gains Can Vary from Year to Year in Mutual Funds