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 [...]
Mullooly Asset Management Videos
In the Video section, we list all of our videos, from the most recent production, dating all the way back to our very first video, several years ago. Some videos cover market conditions at the time the video was recorded. Other videos cover financial planning topics, 401k advice and also cover how we manage your investments using point and figure charting.
We stress to our clients 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 video, 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 videos:
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 [...]
What do you know about Roth IRA’s? Many investors don’t understand traditional or Roth IRA’s. What they can offer you? Tom and Brendan will explain that and more in this educational video. They start by describing traditional IRA’s, before building into their eventual topic of Roth IRA’s. The end goal of both Roth and [...]
It is astounding how many investors don’t know what a fiduciary obligation is. In this video Tom and Brendan talk about fiduciary obligation and what it means. Investment advisers have a fiduciary obligation to their clients. This means that they must exercise prudence when giving their clients advice. Their advice must also be suitable [...]