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...
Just about everyone is saying that interest rates have to go higher. Tom explains how we can think we have the answers to the test. But, what we don't know is how the market is going to react. Don't forget to subscribe to our Youtube Channel! Interest Rates Have to Go...
ETFs, or exchange traded funds, are a versatile and adaptive way to invest. That's why we primarily use them for our client portfolios. Tom goes into further detail in this week's video when he outlines 4 reasons why every investor should consider using exchange...
We surveyed our clients to find out why they work with an investment advisor. An overwhelming amount had the same #1 answer. In this video, Tom explains what that answer is, and why we built our financial planning process around it. Show Notes Get To Know Us -...
Last week we highlighted the importance of being a fiduciary. This week, we have one more point about fiduciaries and it revolves around a Pennsylvania teacher's pension plan. A true fiduciary shouldn't be taking excessive risks and putting large chunks of money into...
Do you know if your advisor has your best interest in mind at all times? If your advisor is a fiduciary, you can be certain that they do. In this video, Tom explains how not every advisor is a fiduciary, and why it's so important to make sure you're working with one....
In 2010, Warren Buffett told shareholders why they pay such a "steep price" to keep so much money in the bank. Having cash on hand gives him the ability to sleep well at night. In this video, Tom explains why 11 years later that is STILL good advice. Especially...
There are a number of ways to define financial planning. Plenty of "financial planners" do things differently. In this week's video, Tom describes a number of different approaches to financial planning, and outlines how we do things here at Mullooly Asset Management....
In the wake of Bernie Madoff's death, Tom answers a very important question EVERY investor should ask their advisor: "How do I know you're not the next Bernie Madoff?" The distinction comes down to one KEY word: custody. https://www.youtube.com/embed/7nU1_2EOHPY "How...
Deciding when to claim Social Security is a BIG decision for folks. Taking the emotions out of the equation, it's important to know the facts and the math behind this decision. Claiming too early could cost you money in the long run. In this week's video, Tom walks...
