by Brendan Mullooly, CFP® | May 12, 2015 | Podcasts, Retirement Planning
Subscribe: RSSAt Mullooly Asset Management, we help a lot of individuals manage their retirement accounts at work. The type of retirement account doesn’t matter (401k, 403b, or 457), we advise individuals on how to allocate their retirement savings within these...
by Thomas Mullooly | Dec 17, 2014 | Podcasts, Financial Planning
Subscribe: RSSOver the years we’ve fielded calls from people asking us different variations of this question: “I was offered an 8% guaranteed annuity by my insurance guy and wondered what you thought?”. That’s why Tom and Brendan decided to...
by Brendan Mullooly, CFP® | Oct 13, 2014 | Asset Management, News
You’ve probably heard or read us talk about the fiduciary standard we have to our clients here at Mullooly Asset Management. I read an article from the New York Times over the weekend that echoed a lot of the same sentiments we typically share here on the site....
by Thomas Mullooly | Jul 28, 2014 | Videos, Asset Management
We recently had a client get in touch with us here at Mullooly Asset. They had an IRA elsewhere that “wasn’t doing anything” and wanted us to begin managing it for them. So we reviewed their account and found out more regarding their situation. This...
by Thomas Mullooly | Jul 14, 2014 | Videos, Asset Management
A lot of investors who have been sold annuities believe that it doesn’t matter what happens in the market because they’ve been guaranteed a specific rate of return. When it comes to the guarantees of most deferred annuities there are a couple of things you...
