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Mullooly Asset Management

Mullooly Asset Management

Fiduciary Fee-Only Financial Planner | Investment Advisor in Wall, NJ

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The Problem with Age-Based Funds Video

February 11, 2013 by Thomas Mullooly


Tom and Brendan talk about some issues that arise from investing in age-based funds. Big companies like Vanguard, T. Rowe Price, and Fidelity market these funds as an easy way to save up for things like retirement and college. We have some issues with the way that they market and invest your money in these plans. In this video Tom and Brendan look specifically at two T. Rowe Price age-based funds. The fund looks like it would be pretty good initially, however it does not live up to its promise to become conservative over time. Some of these age-based funds offered by T. Rowe Price still have as much as half of their money invested in stocks when the fund is due to expire. We find this to be a little bit too risky for our taste at Mullooly Asset Management. You will also learn what stocks you actually own after investing in these age-based plans. Make sure to watch this informational video and learn what the problem is with age-based funds.

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Filed Under: Videos, Retirement Planning Tagged With: Financial Planner

About Thomas Mullooly

Thomas Mullooly is owner and founder of Mullooly Asset Management, Inc. In 2002 Tom opened Mullooly Asset Management, a fee-only investment advisory firm. As an investment advisor, and not a broker, Tom works strictly for his clients. With the help of point and figure charting, Tom builds a realistic game plan for clients.

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Wall Township, NJ 07719
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Fax: (732) 223-9600
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