A phrase we hear often in the office is "I'll let my accountant figure that out". In the past, accountants could potentially find unique ways for clients increase their write-offs and other taxable events. That is almost entirely a thing of the past now-a-days. ...
In Ep. 130 of the Mullooly Asset Show, Tom talks about how the world of buying and selling a home is changing...drastically! Companies like Zillow are starting to dip their toes in the water of buying and selling homes, and it is shifting the industry....
In Ep. 129 of the Mullooly Asset Show, Tom talks about an article from Barron's that offers "tricks" to become better investors. It's sometimes cringe-worthy when you read about "tricks" or "magic" investing, but we break down the different pieces of information...
https://www.youtube.com/watch?v=OHYP14Ij95s Show Notes '2018 Baseline Survey Results' - U.S. Financial Health Pulse Budgeting 101: Spend Less Than You Make - Transcript Tom Mullooly: In episode 128, we have some interesting survey numbers that we want to share with...
https://www.youtube.com/watch?v=8kzjHDGfHxY Show Notes 'The Dumb Money is Finally Starting to Smarten Up' - Bloomberg What is "Smart Money" and "Dumb Money"? - Transcript Tom Mullooly: In episode 127 we're going to find out that we're actually the dumb money. Did you...
https://www.youtube.com/watch?v=F_VZjx1caOA Show Notes 'The Investment Adviser Advertising Rule' - Laura Anthony, Esq. - Lawcast Advertising Rules for Advisors - Transcript Tom Mullooly: In episode 126 we're going to talk about testimonials and advertising. Stick...
https://www.youtube.com/watch?v=re1EJUk_6Ac Show Notes The Greatest Investors: John (Jack) Bogle - Investopedia The Legend of Jack Bogle - Transcript Tom Mullooly: In Episode 125, we're going to spend a few minutes talking about Jack Bogle and Vanguard Group. Stick...
https://www.youtube.com/watch?v=YzeMoibymng 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 -...
https://www.youtube.com/watch?v=8gR8sWLxWOw 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...
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....
