NJ Fee Only Investment Advisor, and guidance for your 401k account. Mullooly Asset is a fee-only alternative to stockbrokers and financial planners.
In the Podcast section, we list all of our podcasts, from the most recent dating back to our very first podcast, several years ago. Some podcasts cover market conditions at the time the podcast was recorded. Other podcasts cover financial planning topics, 401k advice and also cover how we manage your investments using point and figure charting.
All of our podcasts can also be found on iTunes. Simply go to the iTunes Store and type in "mullooly" in the search box. If you click the subscribe button in the iTunes store, your account will automatically update, each time a new podcast is produced.
We stress to our clients all the time that "when the charts change, we will change." Investors do not need to ride the stock market roller coaster all the way up, and then all the way down again, over and over. We employ a five-step game plan, using point and figure charts to help manage the risk in your investments -- whether that's a retirement account at work (like a 401k), or your brokerage account.
As with all posts on this website, past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy will be profitable or equal to past performance levels.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions, or withdrawals may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investor’s portfolio.
None of the securities mentioned in Mullooly Asset Management Podcasts or Mullooly Asset Management Videos represent a past specific investment recommendation. Regarding any securities mentioned: we are providing an analysis of the current conditions at the time of recording. These videos, podcasts and posts are not recommendations to buy or sell any security whatsoever.
We would also like to add if you are relying on a blog for specific investment advice, you are making a huge mistake. Always consult with an investment adviser before making ANY investment decisions.
If you do not see a topic you would like discussed in a future podcast, feel free to get in touch with Thomas Mullooly and his team at 732-223-9000 or through our contact page, here.
Here are some of our most recent podcasts:
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. [...]
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 [...]
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 [...]
This week the topic of discussion for the Mullooly Asset Management podcast is Roth IRA’s. Tom and Brendan felt the best way to begin this week’s discussion was to talk about traditional IRA’s. Most investors don’t know the differences that exist between traditional and Roth IRA’s. Tom explains that traditional IRA’s became popular around 1981. [...]
This week on the Mullooly Asset Management podcast Tom and Brendan talk about the big differences that exist between investment advisors and brokers. The first step in understanding the differences between the two comes from knowing what a fiduciary is. Tom explains to Brendan that a fiduciary is the person who looks after assets on [...]
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