Ever wonder why brokers sell mutual funds? Tom has a story to share about it, and that is the topic of the Mullooly Asset Management podcast this week. Tom is part of the Finance Committee for his local parish. They have a large brokerage firm that manages their...
Do 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...
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...
This week on the Mullooly Asset Management podcast Tom and Brendan talk about the big differences that exist between investment advisors and brokers. The first step in understanding the differences between the two comes from knowing what a fiduciary is. Tom explains...
This week on the Mullooly Asset Management podcast Tom and Brendan discuss sector-based investing. To begin the discussion Tom had a statistic to share from a study done by Professor Benjamin F. King of the University of Chicago. The statistic showed that 80% of the...
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...
