NJ Fee Only Investment Advisor, and guidance for your 401k account. Mullooly Asset is a fee-only alternative to stockbrokers and financial planners.
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 [...]
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 [...]
Do you know what the three primary types of open-end mutual funds are? If you answered no don’t feel bad. Many investors are in the same boat as you. Tom and Brendan will explain the three types of open-end funds in this week’s Mullooly Asset Management video. The conversation begins by covering front-end mutual [...]
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