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Paul McNulty, CFP® | Boston Metro Advisor

Paul McNulty, CFP® | Boston Metro Advisor

Financial Advisor in Boston, MA

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Investment Management

September 11, 2026 By Paul McNulty

How To Avoid Capital Gains Tax

As we watch the market go up and down and then up again, we rarely think about the taxes we might pay with the rise of our portfolio or home value.

Filed Under: Investment Management Tagged With: Investing & Market Risk, Tax Planning

September 11, 2026 By Paul McNulty

What Is Portfolio Optimization?

Whether you’re new to investing or a seasoned pro, portfolio optimization is crucial to accomplish your investing goals. If you manage your own

Filed Under: Investment Management Tagged With: Investing & Market Risk, Retirement Savings Strategies

September 11, 2026 By Paul McNulty

How Much Risk Is In Your 401(k)?

I would bet that many of us claim to live fairly risk-free lives. After all, we don’t race cars, skydive, or run with the bulls. However, whether we

Filed Under: Investment Management Tagged With: 401(k) & Employer Plans, Investing & Market Risk

September 11, 2026 By Paul McNulty

7 Rules Of Investing

Is investing an art or a science? If you want to succeed in investing, does it take a set formula or skill and talent? Either way, investing can seem

Filed Under: Investment Management Tagged With: Common Mistakes, Investing & Market Risk

September 11, 2026 By Paul McNulty

5 Common Investment Mistakes

As you enter the home stretch of your career before retirement, perhaps in your 50s or early 60s, it’s normal to feel a bit of anxiety. You might

Filed Under: Investment Management Tagged With: Common Mistakes, Investing & Market Risk

September 11, 2026 By Paul McNulty

3 Ways Your Investments Can Reduce Your Tax Burden

What are your largest annual expenses? Most people will answer this question by listing their mortgage payment, their automobile expenses... and

Filed Under: Investment Management Tagged With: Investing & Market Risk, Tax Planning

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Serving Woburn, MA, Arlington, and the Boston Metro Area.

Paul McNulty, CFP®
(781) 995-0253
[email protected]
444 Washington St., Suite 306
Woburn, MA 01801

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