Welcome to Mullooly Asset Management

We help our clients with financial planning, managing their investments and managing their 401k retirement account using point and figure charting.

Mullooly Asset Management is a fee-only investment advisor in Manasquan, NJ.

 

Helping individuals manage their retirement account at work is something we do a lot. It does not matter if you have a 401k account, a 403b annuity or a 457 deferred compensation account. We manage the stock market risk using point and figure charting. You can reach Thomas Mullooly and his team by phone, at 732-223-9000 or through our contact page, here.


Here are some of our most recent articles:


Stepped Up Cost Basis in Joint Accounts

Stepped Up Cost Basis Joint Last week we discussed the cost basis of inherited stock on the Mullooly Asset Management video. If you missed it, check it out here: http://www.mullooly.net/cost-basis-inherited-stock/7538 That video led to a very good question from one of our viewers. Their question was, “What happens to the cost basis of stock held [...]

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What are Alternative Investments?

Do you know what alternatives are when it comes to investments? We’ve had some questions come in recently about these types of investments, so we figured it would make a great podcast topic. Tom and Brendan discuss what alternatives are and break down the four main types that investors are exposed to. An alternative investment [...]

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Is The Run In Small Cap Stocks Over?

Much of the the research provided for this report came from our friends at Dorsey Wright and Associates. Dorsey Wright offers a free trial subscription, so feel free to check them out at dorseywright.com The Small Cap area of the market has underperformed Large Cap investments year-to-date in 2014. As of August 6th, 2014, the [...]

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The Cost Basis of Inherited Stock

Video thumbnail for wistia video The Cost Basis of Inherited Stock | Mullooly Asset Management

Stepped Up Cost Basis A lot of investors don’t know what their cost basis is when they inherit stock from someone who’s passed away. Tom put together a short video explaining the answer to this question. When somebody passes away with stock in their portfolio, the first thing that needs to be calculated is the [...]

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Understand the Risks of High Yield Bonds

Investors looking for income might be drawn to high yield bonds. High yield sounds like exactly what they’re looking for. However, their desire for yield often leads them to overlook the many risks that surround these investments. Tom and Brendan discuss the risks associated with high yield bonds on this week’s Mullooly Asset Management podcast. [...]

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