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 gains in mutual funds. One of the examples is from the viewpoint of… [Read More] Capital Gains in Mutual Funds: Do You Understand? Video
https://media.blubrry.com/invest/p/content.blubrry.com/invest/Taxes_and_Mutual_Funds_podcast_May_2013.mp3Subscribe: Android | RSSDo 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 gains. Short term capital gains are when you… [Read More] Capital Gains Can Vary from Year to Year in Mutual Funds
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 conversation begins by covering front-end mutual… [Read More] Mutual Funds: Three Primary Types of Open-End Funds Video
https://media.blubrry.com/invest/p/content.blubrry.com/invest/how_much_does_my_mutual_fund_cost_podcast_march_27_2013.mp3Subscribe: Android | RSSIn this week’s Mullooly Asset Management podcast Tom and Brendan talk about mutual funds. The focus of the podcast is open-end mutual funds. These are the most recognized type of mutual funds amongst investors, and are certainly more well known than closed-end funds. There are three types of open-end funds that Tom… [Read More] Mutual Funds: Understanding the Cost Involved
In the Mullooly Asset Management video for this week Tom and Brendan compare and contrast Exchange Traded Funds and mutual funds. Most people are unaware that whether they invest in either a mutual fund or an ETF it means they are investing in a basket of stocks. That is basically the only similarity between… [Read More] Exchange Traded Funds and Mutual Funds: Both a Basket of Stocks Video
https://media.blubrry.com/invest/p/content.blubrry.com/invest/ETFs_and_mutual_funds_podcast.mp3Subscribe: Android | RSSThis week’s Mullooly Asset Management podcast starts off with Tom telling Brendan about something he has heard a lot over the last 25 years. Many prospective clients have told Tom that they, “don’t have money in stocks, they own mutual funds!” Little do they know an equity mutual fund is just a… [Read More] Mutual Funds and ETFs: What’s the Difference?