It's true: Understanding the Bell Curve Can Help Your 401(k) I will stress again: there seem to be a LOT of people in the investment business who want to complicate the investment process. It does not need to be overly-complicated. A financial planner can help you...
There are so many differences between investment advisors and brokers that we made a SECOND podcast! For 401(k) or 403b annuity advice, a fee only investment advisor, such as myself, could be very helpful. Some of the topics we discuss in this second portion of the...
It really IS true: An Idea Learned in High School Can Actually Help You Make Better Investment Decisions Yes, some of the concepts discussed way back in high school CAN make us better investors. You do not need to be a financial advisor to understand them either! But...
There are big differences between investment advisors and brokers in New Jersey (or stockbrokers, financial consultants, financial advisors, etc) and all around the United States. One group (stockbrokers and financial consultants) work for (are employed by) brokerage...
Just because a particular segment of the market is doing well, we should not just act blindly. You should always look to improve your 401(k) account, or other retirement accounts. If (for example) large cap funds happen to be doing well, it is not enough to simply buy...
Your 401k Account: Login and look. You need help managing your 401(k). Mullooly Asset Management provides a service where we will manage your 401k account for you. We have no interest in managing your entire company 401k plan. We work with individual investors, making...
Relative Strength is possibly the single best approach to keep tabs on winners and losers in the stock market. How do you know if your investment is merely taking a breather or pulling back -- or how do you know if this is the start of a freefall off a cliff? Relative...
Is the Columbia Acorn USA Fund (symbol AUSAX) available in your retirement plan at work? AUSAX may be available in your deferred compensation plan or your 401k plan. In the many retirement plans I have reviewed, the Columbia Acorn Fund is one of the more popular funds...
Two old sayings can harm your investment returns and your 401k at work: "January sets the tone for the entire year" and "the first five trading days set the tone" for the whole year do not always work. Do not let these sayings harm YOUR 401(k) plan. We are off to a...
I have been helping individuals manage their money for over twenty five years. Actually longer -- if you count the days I spent with EF Hutton, before becoming a licensed stockbroker, and then a fee-only financial advisor in Monmouth County, NJ. I have seen...
