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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. 231: Back Into the Market, Tax Loss Selling, & What is Smart Beta?

11/9/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ In Ep. 231 of the Mullooly Asset Podcast, Tim and Brendan break down a few interesting articles from the past week. They talk about the psychology of getting back into the market after moving to cash, why tax-loss selling always seems to take place in December, and what exactly does the term “smart beta” mean?… [Read More] Ep. 231: Back Into the Market, Tax Loss Selling, & What is Smart...

Duration:00:24:59

Ep. 230: Working Longer, Retirement Plans, & Market Downturns

10/12/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ In Ep. 230, Brendan and Tom talk about a couple of important topics. They discuss how simply planning to “work longer” isn’t always a sure-fire way to plan for retirement savings. Being able to work longer is sometimes out of the individual’s control. They also discuss the recent market volatility, and what has gone on… [Read More] Ep. 230: Working Longer, Retirement Plans, & Market...

Duration:00:22:10

Ep. 229: The ‘Good Old Days’ that Never Existed: Revamping 401(k)s

10/4/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ In Ep. 229 of the Mullooly Asset Podcast, Brendan and Tom reminisce about the ‘good old days’ when everybody had pensions and 401(k)’s and everybody was happy! And then they burst everyone’s bubble reminding people that didn’t happen! They talk about these workplace retirement plans, the incentives they offer, and how it might be time… [Read More] Ep. 229: The ‘Good Old Days’ that Never Existed:...

Duration:00:22:19

Ep. 228: Fund Managers, Active Mutual Funds, & Capital Gains

9/28/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ In Ep. 228, Brendan and Tom talk about a few articles and podcasts that caught their eye this week. They talk about the ever-changing roles and incentives for active mutual fund managers, the way capital gains distributions in mutual funds can cause huge tax bills, and much more! Show Notes ‘The Man Who Hates ETFs… [Read More] Ep. 228: Fund Managers, Active Mutual Funds, & Capital Gains The post...

Duration:00:24:28

Ep. 227: Millennials, Minimizing Student Loans, Warren Buffett

9/14/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ In Ep. 227 of the Mullooly Asset Podcast, Tim and Tom break down some headlines from this week. They discuss why Millennials are afraid to invest their money and prefer cash, how to potentially talk to your children about ways to reduce student loans, a witty quote from Warren Buffett, and much more! Show Notes… [Read More] Ep. 227: Millennials, Minimizing Student Loans, Warren Buffett The post...

Duration:00:21:30

Ep. 226: “Reasons to Sell” Since 2009

9/5/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ In Ep. 226, Brendan and Tom talk about a chart posted last year by our friend Michael Batnick of Ritholtz Wealth Management. The chart shows “reasons to sell” over the last decade, and looking back on them they feel somewhat foolish. However, in the moment it’s difficult to discern what’s real and what’s a fake-out. … [Read More] Ep. 226: “Reasons to Sell” Since 2009 The post Ep. 226: “Reasons...

Duration:00:21:46

Ep. 225: Tesla, Crypto Scams, & Monthly Bills

8/23/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ In Ep. 225 of the Mullooly Asset Podcast, Brendan and Tom breakdown some headlines from this week. They talk about Elon Musk considering taking Tesla private, Facebook trying to team up with banks, cryptocurrency “pump and dump” schemes, and auditing your own monthly bills. Check it out! Show Notes ‘Facebook to Banks: Give Us Your… [Read More] Ep. 225: Tesla, Crypto Scams, & Monthly Bills The...

Duration:00:24:51

Ep. 224: Is it Time to Revamp the 401(k)?

8/16/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ In Ep. 224 of the Mullooly Asset Podcast, Brendan and Tom break down a recent article from the Wall Street Journal that talks about auto-enrollment rates for 401(k) plans. This leads to a bigger discussion about the 401(k) plan as a whole, and the purpose of the workplace retirement plan. Is it perhaps time to… [Read More] Ep. 224: Is it Time to Revamp the 401(k)? The post Ep. 224: Is it Time to...

Duration:00:21:18

Ep. 223: Financial Questions, U.S. Pension Trouble, Saving Too Little

8/6/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Show Notes ‘The Most Googled Financial Questions By State’ – Think Advisor ‘The Pension Hole for U.S. Cities and States is the Size of Japan’s Economy’ – The Wall Street Journal ‘What Should You Do With Your Home Equity in Retirement?’ – Christine Benz – Morningstar ‘Young People Don’t Want Construction Jobs’ – The Wall… [Read More] Ep. 223: Financial Questions, U.S. Pension Trouble, Saving Too...

Duration:00:21:40

Ep. 222: Facebook, Market Anomalies, Wells Fargo & more

8/1/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Show Notes ‘Facebook Stock Drops Roughly 20%’ – MarketWatch ‘The Fate of the Stock Market for 2018 Could Rest on the Next Couple Days’ – MarketWatch ‘How to Predict the Next Market Downturn’ – MarketWatch ‘They All Fall Down’ – Michael Batnick – The Irrelevant Investor ‘Whistleblowers Detail Wells Fargo Wealth Management Woes’ – The… [Read More] Ep. 222: Facebook, Market Anomalies, Wells Fargo &...

Duration:00:20:20

Ep. 221: Fixed Annuities, Wealth Transfers, & the Gig Economy

7/20/2018
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Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ In Episode 221 of the Mullooly Asset Podcast, Brendan and Tom talk about fixed annuities, the ever-present transfer of wealth between generations, how to manage cash flows when working in the “gig economy” and much more! If you’ve got a question that you would like answered on an upcoming podcast, get in touch with us!… [Read More] Ep. 221: Fixed Annuities, Wealth Transfers, & the Gig...

Duration:00:22:15

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,...

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, Quarterly...

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. 212...

Duration:00:23:17