NJ Fee Only Investment Advisor, and guidance for your 401k account. Mullooly Asset is a fee-only alternative to stockbrokers and financial planners.
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We help our clients with financial planning, managing their investments and managing their 401k retirement account at work. 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:
In this week’s Mullooly Asset Management podcast Tom and Brendan answer the question, “Why are bonds risky?”. Tom begins by pointing out that Alan Greenspan, Ben Bernanke, and Warren Buffet have all cautioned against bonds recently. Bernanke said (of bonds), “They are among the most dangerous of assets”, as quoted from this post from Forbes. [...]
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 mutual funds. Even though a clear alternative [...]
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 investments. The parish’s account is full of [...]
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 [...]
Is The Stock Market Too High?
We have been getting a lot of calls asking: Is the stock market too high? There is an old story how Joe Kennedy knew (back in the 1920′s) it was time to get out of stocks when a shoe shine boy gave him stock tips. Nearly a hundred years later, folks are still trying to [...]