This week's Mullooly Asset Management video covers a financial planning topic that parents and teens alike should be concerned about. Tom and Brendan talk about managing your student loan debt this week. Student loan debt affects millions of Americans each year....
The Backdoor Roth Conversion Video: A Useful Tool
Have you been under the impression that you make too much money to contribute to a Roth IRA? Well Tom and Brendan want to let you know that you do not. In this week's Mullooly Asset Management video Tom and Brendan discuss how investors can still contribute through a...
When are Leveraged ETFs Suitable? Video
In this week's Mullooly Asset Management video Tom and Brendan answer the question, "When are leveraged ETFs suitable?". Many investors want to know when they should consider a leveraged ETF, but have not been able to find any answers. The most favorable time to...
Bonds are Risky in 2013: Invest With Caution Video
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...
An Alternative to Mutual Funds: Exchange Traded Funds Video
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...
Capital Gains in Mutual Funds: Do You Understand? Video
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...
Market Update Video: May 6, 2013
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...
Understanding the Roth IRA Video
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...
Investment Advisers and Brokers: Who Has a Fiduciary Obligation?
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...
Sector-Based Investing: How ETF’s Changed the Game Video
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...




