If you haven't heard, bonds are risky in 2013. Tom and Brendan discuss why you should be taking caution if you are investing in bonds. Tom points out that in the past bonds have been relatively secure investments, while stocks were fairly hazardous. Right now the...
Have you been sold a mutual fund by a stockbroker? There is probably a reason why this happened, and Tom explains what that reason is in this week's Mullooly Asset Management video. Tom uses a real story to explain why brokers are more inclined to suggest buying...
In this informational video from Mullooly Asset Management, Tom and Brendan discuss distributions from mutual funds. More specifically they focus on capital gains in mutual funds, and how they vary. Tom goes over two, in depth examples of scenarios involving capital...
Today is May 6, 2013, and Tom put together a market update video to explain current market conditions. The purpose of this video is to bring you up to speed because what you may have been reading in the headlines is not always true. As you have probably heard Tom talk...
What do you know about Roth IRA's? Many investors don't understand traditional or Roth IRA's. What they can offer you? Tom and Brendan will explain that and more in this educational video. They start by describing traditional IRA's, before building into their eventual...
It is astounding how many investors don't know what a fiduciary obligation is. In this video Tom and Brendan talk about fiduciary obligation and what it means. Investment advisers have a fiduciary obligation to their clients. This means that they must exercise...
This video covers the topic of sector-based investing. Too often investors are distracted from what really matters by "hot stock tips" they hear on major news outlets. The reality of the matter is that the bulk of the risk in investments involves market conditions and...
Do you know what the three primary types of open-end mutual funds are? If you answered no don't feel bad. Many investors are in the same boat as you. Tom and Brendan will explain the three types of open-end funds in this week's Mullooly Asset Management video. The...
In order to ask the proper questions before getting involved with annuities you should probably understand the three types. Tom and Brendan discuss the three types of annuities in this video, and also cover different questions that you should be asking before putting...
The vast majority of people with 401k accounts set theirs up years ago and have never made a single change since! If you just read that statement and wondered why it's a big deal then you really need to watch this video. Tom and Brendan discuss why so many investors...
