Mullooly Asset Management

It’s pretty interesting to see that so many investors don’t know how annuities are taxed. It’s interesting, but not in a good way. This is something that investors should understand before they get involved, however most learn it after they’re already locked in. Tom and Brendan talk about annuities and how they’re taxed in this […]

Are you tired of paying capital gains taxes every year? If so, you are not alone. Most investors probably wouldn’t be upset to see them disappear altogether. This week on the Mullooly Asset Management podcast Tom and Brendan have a timely discussion about mutual funds, ETFs, and capital gains. For those looking to get away […]

There’s a fair amount of confusion among investors when it comes to current yield vs SEC yield. Being able to recognize the difference between the two will give you a far better understanding of which bond funds might be worth investing in. In this week’s Mullooly Asset Management podcast Tom and Brendan discuss current yield […]

What is a conservative investor? It depends on who you’re asking. There seems to be a difference between what investment advisors and brokers believe is a conservative investor and what investors believe being conservative means. There are three basic types of investors today conservative, moderate, and aggressive. There are also tweaks to those three types […]

A lot of investors want to know if they should have an annuity inside an IRA. In almost all cases, putting a tax deferred investment, like an annuity, into an IRA is a dumb idea. Tom and Brendan explain more about why you shouldn’t put an annuity inside an IRA in this week’s podcast. Tom […]

A lot of Americans have the same question when it comes to their plans for later in life. They want to know, “Will I ever retire?”. There are a large number of people who simply don’t believe they will anymore. Tom and Brendan discuss this concerning financial topic in this week’s Mullooly Asset Management podcast. […]

Wall Street analysts have a lot of different ratings for stocks. In this week’s podcast Tom and Brendan take a look at why Wall Street rarely says sell. The conversation mainly revolves around a recent article found on MarketWatch, which you can find here. The article contains buy-sell-hold ratings from Sam Stovall, who is the […]

In the last few years, it seems as though many investors have begun taking some stock market myths very seriously. In this week’s Mullooly Asset Management podcast, Tom and Brendan address two stock market myths that have become prevalent. Mark Hulbert recently wrote an article about the “Halloween Indicator” that you can find here. He […]

It’s a big decision deciding what to do with your retirement account when leaving a job or retiring, and many people don’t know that they have several options. Tom and Brendan discuss these options in this week’s Mullooly Asset Management podcast. There are four clear choices investors have when choosing what to do with their […]

Hopefully your place of employment offers some sort of retirement plan that you are utilizing to save money. You might have a 401k account if you work at a for-profit business. Some other types of retirement accounts that you might have are a 403b annuity or a 457 deferred compensation plan. 403b annuities are for […]