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 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 [...]
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 gains. Short term capital gains are when you have held the [...]
The Retirement Plan Statement Games are on. One of the retirement plans where I have several clients recently changed their statements. Again. This is the second major change in their statement reporting in the past six months. As a result, this set off a tizzy of “urgent” phone calls. So, let’s go through an example [...]
If you run a business, you learn pretty quickly that dividends are not deductible. But interest payments are deductible. Apple announced this week, during their earnings release, a huge dividend for Apple shareholders. You may know that Apple has been said to hold nearly $145 billion in cash. Actually, large portions of that cash is [...]
Market Update Video: May 6, 2013
Today is May 6, 2013, and Tom put together a market update video to explain current market conditions. The purpose of this video is to bring you up to speed because what you may have been reading in the headlines is not always true. As you have probably heard Tom talk about before, there [...]