Show Notes ‘529 Accounts: What Happens When Your Child Doesn’t Go To College?’ – Charles Schwab ‘What is the Penalty for Early Withdrawal From 529 Plans?’ – The Motley Fool ‘Why Are So Few Using 529s?’ – Blair duQuesnay – The Belle Curve The Wide World of 529 Plans – Transcript Tom Mullooly: In… [Read More] The Wide World of 529 Plans
Mullooly Asset Management Videos
We want investors to make educated decisions about their financial well-being, that's why we create videos. The videos cover topics such as investor behavior, financial planning, retirement planning, asset management and more. In the Video section, we list all of our videos, from the most recent production, dating all the way back to our very first video, several years ago.
Here are some of our most recent videos:
A Postmortem for Sears
Show Notes ‘Who Killed Sears? 50 Years on the Road to Ruin’ – Investopedia A Postmortem for Sears – Transcript Tom Mullooly: In episode 123, we’re going to do a postmortem on Sears Roebuck. Stick around. Welcome to the Mullooly Asset show. I’m your host, Tom Mullooly, and this is episode number 123. One,… [Read More] A Postmortem for Sears
What Happened to the Market in December 2018?
In Ep. 122 of the Mullooly Asset Show, Tom breaks down what happened to the stock market in December of 2018. It’s no surprise the market went down, and went down QUICKLY, but Tom breaks down what factored into the sell-off and where to go from here. What Happened to the Market in December… [Read More] What Happened to the Market in December 2018?
Getting a Retro Pay Check
In Ep. 121 of the Mullooly Asset Show, Tom talks about what to do with a retro check at work. He breaks down the pros and cons of different ways to utilize this check, and debunks a few myths that have been swirling recently. Enjoy! Getting a Retro Pay Check – Transcript Tom Mullooly:… [Read More] Getting a Retro Pay Check
Target Date Funds
Show Notes ‘A Big Mistake Target-Date Investors Make’ – The Wall Street Journal Target Date Funds – Transcript Tom Mullooly: In episode 120, we’re going to talk about target date funds. Welcome to The Mullooly Asset Show. I’m your host, Tom Mullooly, and this is episode number 120. Thanks for tuning in. There’s a… [Read More] Target Date Funds
Know What You Own
Show Notes ‘Preferred Stocks Beckon if Interest Rates Behave’ – The Wall Street Journal Know What You Own – Transcript Tom Mullooly: In episode 119, we get a reminder to know what you own. Welcome to The Mullooly Assets Show. I’m your host Tom Mullooly, and this is episode 119. Thanks for tuning in.… [Read More] Know What You Own