New Improvements from TD Ameritrade

  In Ep. 140 of the Mullooly Asset Show, Tom talks about some great new technological changes at TD Ameritrade.  Using the Advisor Client app, clients can log in, view their accounts, and even deposit money right into their account by taking a picture of the...

Estates Should Have ONE Executor

  In Ep. 139 of the Mullooly Asset Show, Tom talks about a few things that have been going on in the office the last few weeks.  We talk about the importance of having ONE executor on an estate, updating beneficiaries, and knowing your numbers for retirement....

Why Aren’t People Going on Vacation?

  In Ep. 138 of the Mullooly Asset Show, Tom talks about a few articles that outline why there’s been a decline in people planning vacations this year.  Some people use their tax refunds to fund their vacations, and with smaller refunds can’t afford...

How Would a New Jersey Fiduciary Rule Affect You?

  In Ep. 137 of the Mullooly Asset Show, Tom talks about a new piece of legislation in New Jersey that would impose a fiduciary standard of care for all broker-dealers, agents, investment advisors, and investment advisor representatives.  What does this mean for...