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Mullooly Asset Management

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NJ Fee Only Investment Advisor providing guidance for your investments and your 401k account account at work. Mullooly Asset is a fee-only alternative to stockbrokers and financial planners.

NJ Fee Only Investment Advisor providing guidance for your investments and your 401k account account at work. Mullooly Asset is a fee-only alternative to stockbrokers and financial planners.
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Location:

United States

Description:

NJ Fee Only Investment Advisor providing guidance for your investments and your 401k account account at work. Mullooly Asset is a fee-only alternative to stockbrokers and financial planners.

Language:

English


Episodes

Ep. 220: Down Payments, Passive Funds, Earnings Buzz

7/16/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Show Notes ‘Renters, This Is How Many Years It takes to Save Up for a Down Payment on a Home‘ – MarketWatch ‘The Investor Fever for Passive Funds is Cooling in 2018‘ – The Wall Street Journal ‘Earnings Surprises: The Stock Market’s Worst-Kept Secret‘ – Jason Zweig – The Wall Street Journal Ep. 220: Down… [Read More] Ep. 220: Down Payments, Passive Funds, Earnings Buzz The post Ep. 220: Down...

Duration:00:23:51

Ep. 219: Retirement Planning, Casual 401(k) Advice, Trade Jitters & more

7/6/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Show Notes ‘The Single Most Important Retirement Strategy’ – MarketWatch ’15 Way to Make More Money in Your 401(k)’ – MarketWatch ‘Trade Jitters Knock Nearly 500 Points Out of Dow, Putting Benchmark on Track for Worst Day Since April’ – MarketWatch ‘NFL Star Turned Wharton Grad Landed Big Job at Goldman Sachs’ – CNBC ‘Thinking… [Read More] Ep. 219: Retirement Planning, Casual 401(k) Advice, Trade...

Duration:00:15:53

Ep. 218: Junk Bonds, Probabilities, Netflix Dominance and more

6/29/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Show Notes ‘Junk Debt is Outdoing its Peers’ – The Wall Street Journal ‘U.S. Recession Chances are Creeping Higher’ – The Wall Street Journal ‘Germany Will Win the World Cup, UBS Says After 10,000 Simulations’ – Bloomberg ‘Why Size Alone Won’t Help Old Media Beat Netflix’ – The Wall Street Journal Ep. 218: Junk Bonds,… [Read More] Ep. 218: Junk Bonds, Probabilities, Netflix Dominance and...

Duration:00:19:45

Ep. 217: Changes in the Dow, Rolling Recessions, Internet Sales Tax & more

6/22/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Show Notes ‘GE Booted From the Dow, Replaced by Walgreens’ – CNBC ‘Masters in Business: Dr. Ed Yardeni’ – Ritholtz ‘Supreme Court Widens Reach of Sales Tax for Online Retailers’ – The New York Times ‘How to Play Rising Interest Rates Based on Your Age’ – CNBC ‘Supreme Court to Hear Case Challenging Government’s Ability… [Read More] Ep. 217: Changes in the Dow, Rolling Recessions, Internet Sales...

Duration:00:24:15

Ep. 216: Social Security, Finance Professionals, Replacing Debt with More Debt

6/18/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Ep. 216: Social Security, Finance Professionals, Replacing Debt with More Debt – Transcript Tom Mullooly: Welcome to the Mullooly Asset Management podcast. This is episode number Cleveland, area code for 216, back from my cold calling days in the ’80’s where I learned the area codes for every part of the United States. I’m Tom… [Read More] Ep. 216: Social Security, Finance Professionals,...

Duration:00:29:30

Ep. 215: Bryan Colangelo, Quarterly Earnings, Mobile Payments & more!

6/8/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Show Notes ‘Bryan Colangelo Resigns From 76ers After Twitter Scandal’ – The Wall Street Journal ‘Amazon Scores Rights Deal for English Premier Soccer League’ – The Wall Street Journal ‘Buffett, Dimon Team Up to Curb ‘Unhealthy Focus’ on Quarterly Earnings’ – The Wall Street Journal ‘Value Investors Face Existential Crisis After Long Market Rally’ –… [Read More] Ep. 215: Bryan Colangelo,...

Duration:00:24:30

Ep. 214: Buying vs. Renting, Kevin Durant, Annualizing Returns

6/1/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Show Notes ‘Italy Sparks Global Fear of Fresh Euro Crisis’ – The Wall Street Journal ‘For Oil Prices, Political Risk Dwarfs the Dollar’ – The Wall Street Journal ‘As Global Growth Loses Steam, U.S. Investors Find There’s No Place Like Home’ – The Wall Street Journal ‘Never Begin With the End in Mind’ – Michael… [Read More] Ep. 214: Buying vs. Renting, Kevin Durant, Annualizing Returns The post...

Duration:00:22:55

Ep. 213: Emerging Markets, Trade Wars, Small Caps & more

5/25/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ In Ep. 213 of the Mullooly Asset Podcast, Brendan and Tom break down this week’s headlines. They talk about the rising dollar, and what affect it MIGHT have on Emerging Markets. They also talk about the myth of small cap performance spilling over into large cap performance, trade wars concerns in the market, affording a… [Read More] Ep. 213: Emerging Markets, Trade Wars, Small Caps & more The...

Duration:00:25:17

Ep. 212 – Broker Profits, Elder Fraud, Pensions & more!

5/16/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ In Ep. 212 of the Mullooly Asset Management Podcast, Brendan and Tom discuss some headlines that caught their eye in the last few weeks. They talk about how investors will be able to see a broker’s profits made from bond sales. They also discuss the idea of California forcing new home builders to install solar… [Read More] Ep. 212 – Broker Profits, Elder Fraud, Pensions & more! The post Ep....

Duration:00:23:17

Ep. 211 – Forecasting, the US Dollar, Bond Funds, & more!

5/10/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ In Ep. 211 of the Mullooly Asset Management Podcast, Brendan and Tom discuss this week’s headlines. They talk about CEO’s salaries, specifically the CEO from Under Armour. They discuss how the oil rally “took forecasters by surprise”, and what you can REALLY use forecasts for. They also talk about the US Dollar, short term bond… [Read More] Ep. 211 – Forecasting, the US Dollar, Bond Funds, &...

Duration:00:19:54

Ep. 210: What You Need To Know About Estates

4/27/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ In Ep. 210, Tom talks about estates. Dividing up an estate can be a sometimes messy topic, especially among family members. Tom outlines what happens if you are named as an executor to the estate, what a normal and customary executor’s fee could be, how inheritance and estate taxes factor in depending on what state… [Read More] Ep. 210: What You Need To Know About Estates The post Ep. 210:...

Duration:00:17:55

Ep. 209: Fiduciary Rule Nearing the End?

4/6/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ In Ep. 209 of the Mullooly Asset Podcast, Tom talks about the Department of Labor Fiduciary Rule, and if it is going to actually be implemented or not. He also talks about the importance of understanding the fiduciary responsibility your investment advisor SHOULD have when working with your money. Many clients, and folks in the… [Read More] Ep. 209: Fiduciary Rule Nearing the End? The post Ep....

Duration:00:11:04

Introducing ‘Living with Money’, SEP IRA’s, 401(k)’s, & more

1/16/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Time Stamps: 3:47 – “What’s the best thing to do with excess wealth at age 30?” 7:15 – “Can I still open a 401k if I’m already retired?” 9:43 – “What are the benefits of rolling over a 401k into an IRA if I’m not working?” 13:13 – “As a newly eligible employee at a small business, can I… [Read More] Introducing ‘Living with Money’, SEP IRA’s, 401(k)’s, & more The post Introducing ‘Living with...

Duration:00:20:10

Simple IRA’s, Retirement Allocations, & Tim’s Cliche New Year’s Joke

12/28/2017
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Time Stamps: 2:00 – “What allocation strategy do you recommend for those approaching retirement?” 7:45 – “I inherited an IRA that was passed down two different times. Do I qualify for a five year disbursement?” 11:13 – “Where should I move my 401k account from my past employer?” 14:22 – “I’m 24 and contributing to a simple IRA. What… [Read More] Simple IRA’s, Retirement Allocations, & Tim’s...

Duration:00:21:46

Why the New York Mets Need a Financial Planner

12/22/2017
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Show Notes ‘Mets Analysis: Wilpons Need to Be More Transparent About Payroll, Offseason Moves’ – Marc Carig – Newsday Why the New York Mets Need a Financial Planner – Transcript Tim Mullooly: Welcome back to the podcast. This is episode number 206 of the Mullooly Asset Management Podcast. This is Tim Mullooly. Tom Mullooly: And… [Read More] Why the New York Mets Need a Financial Planner The...

Duration:00:16:29

Bitcoin: What Investors Need to Know

12/8/2017
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Show Notes: ‘Be Wary of this Skyrocketing Bitcoin Fund’ – Sumit Roy – ETF.com ‘The Bitcoin Whales: 1,000 People Who Own 40% of the Market’ – Olga Kharif – Bloomberg ‘Bitcoin Mania: Even Grandma Wants In On the Action’ – The Wall Street Journal (Paywall) Bitcoin: What Investors Need to Know – Transcript Tim Mullooly: Welcome… [Read More] Bitcoin: What Investors Need to Know The post Bitcoin:...

Duration:00:21:38

Our Thoughts on Bitcoin, Emergency Funds, & More

12/1/2017
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Time Stamps: 1:52 – ‘How should I invest my emergency funds so that I keep earning interest on it?’ 5:49 – ‘If I have a 401K through my company, can I also invest in an exchange traded fund, or ETF through a broker?’ 11:00 – Our thoughts on Bitcoin Show Notes ‘Contributing the Max to Your Retirement Account’… [Read More] Our Thoughts on Bitcoin, Emergency Funds, & More The post Our Thoughts on...

Duration:00:21:25

Market Crashes, Student Debt, & Old 401(k) Plans

11/22/2017
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Time Stamps: 1:04 – “Where should I move my 401(k) gains before the bull stock market ends in preparation for a market crash?” 6:07 – “How should I approach paying off my student debt?” 8:43 – “What is the best way to pay off graduate school debt using my 401(k)?” 14:01 – “How do I minimize the amount of… [Read More] Market Crashes, Student Debt, & Old 401(k) Plans The post Market Crashes,...

Duration:00:21:22

Bull Markets, Asset Allocations, Cash Cushions, & More!

11/16/2017
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Time Stamps: 2:46 – “Should I continue to contribute towards my retirement or pay off my debt in a bull market?” 8:58 – “When should I switch my very aggressive asset allocation to a moderate one?” 13:34 – “Should I invest or pay off my debt?” 17:20 – “Should I stop contributing to my 401K and build up my… [Read More] Bull Markets, Asset Allocations, Cash Cushions, & More! The post Bull...

Duration:00:23:22

Retirement Age, Paying Tuition, Savings Accounts, & More!

11/10/2017
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Time Stamps 2:00 – “Can you receive a tax benefit for contributing towards your child’s school tuition?” 5:42 – “Should I wait until I am 70 years old to retire?” 9:05 – “Should I sell my stock to pay off my mortgage?” 16:40 – “Can I use my mutual funds as a savings account?” 21:15 – “Should I contribute to… [Read More] Retirement Age, Paying Tuition, Savings Accounts, & More! The post...

Duration:00:25:48