We recently discussed different ways that investors can own mutual fund shares. Most mutual funds have A shares, B share, and C shares. We noted that B shares and C shares usually include 12b-1 fees. Many investors don't know what these fees are or do but are confused...
Something that comes up when we speak with new clients is their reason for coming to meet with us. More often than not that reason is because they hardly ever (or never!) hear from their current advisor or broker. Why do these advisors and brokers work so hard to get...
Looking for a way to avoid mutual fund capital gains taxes while still growing your account? ETFs could possibly be the solution that you're looking for. Tom and Brendan discuss mutual funds, capital gains taxes, and ETFs in this week's video. This video comes at a...
Are you tired of paying capital gains taxes every year? If so, you are not alone. Most investors probably wouldn't be upset to see them disappear altogether. This week on the Mullooly Asset Management podcast Tom and Brendan have a timely discussion about mutual...
In this week's Mullooly Asset Management video, Tom and Brendan discuss getting started with Mullooly Asset Management. Whenever a new client decides to transfer their accounts to Mullooly Asset they tend to have questions about the process. Tom thought it would be...
Tom and Brendan discuss a frequently asked question in this week's Mullooly Asset Management podcast. The big question that new clients want to know is, "How do I transfer my accounts to Mullooly Asset Management?". Many investors think there will be a lot of work...
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...
Ever wonder why brokers sell mutual funds? Tom has a story to share about it, and that is the topic of the Mullooly Asset Management podcast this week. Tom is part of the Finance Committee for his local parish. They have a large brokerage firm that manages their...
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...
Do you know the four ways to get distributions from a mutual fund? Tom and Brendan start off this week's Mullooly Asset Management podcast by talking about them. The four ways include income, dividends from holdings, short term capital gains, and long term capital...
