What do you know about Roth IRA's? Many investors don't understand traditional or Roth IRA's. What they can offer you? Tom and Brendan will explain that and more in this educational video. They start by describing traditional IRA's, before building into their eventual...
This week the topic of discussion for the Mullooly Asset Management podcast is Roth IRA's. Tom and Brendan felt the best way to begin this week's discussion was to talk about traditional IRA's. Most investors don't know the differences that exist between traditional...
In this week's Mullooly Asset Management podcast Tom and Brendan talk about mutual funds. The focus of the podcast is open-end mutual funds. These are the most recognized type of mutual funds amongst investors, and are certainly more well known than closed-end funds....
On this week's Mullooly Asset Management podcast the topic is annuities. There are three types of annuities that Tom and Brendan discuss in the podcast. The three types are immediate annuities, fixed annuities, and variable annuities. One thing to keep in mind when...
In this week's Mullooly Asset Management podcast Tom and Brendan discuss a hot topic right now, 1099 forms. 1099 forms are the form required each year to report financial information to the IRS. Most people are used to receiving these forms at the end of January....
How does an investment advisor exercise his fiduciary obligation when the client wants more return, but does not want more risk? A year ago I started working with a retired school teacher, 79 years old, with a $50,000 CD that had just matured at the bank. He reviewed...
In this Mullooly Asset Management video Tom and Brendan discuss 529 accounts. 529 accounts were created so that students, parents, or grandparents could have a way to save money to help counteract the constantly increasing cost of college. There are a handful of...
This week on the Mullooly Asset Management podcast Tom and Brendan talk about saving money for college. When it comes to saving money for college, we tend to get A LOT of questions about 529 plans here at Mullooly Asset Management. There is a lot of information that...
In this video from Mullooly Asset Management, Tom and Brendan discuss why using your 401k account at work to pay down debt might not be a smart decision. Last week Tom and Brendan started this discussion, and they wanted to carry it over into another week. 401k...
Last week on the Mullooly Asset Management podcast, Tom and Brendan discussed the foundation of financial planning. This is a continuation of that discussion on saving money and your retirement plan. Tom and Brendan talked about taking loans from your 401k account at...
