Mullooly Asset Management

In this week’s podcast, Tom, Tim and Casey discuss the eye-popping results of a survey that asked millionaires how they are feeling about retirement. This leads the guys into a broader conversation about changing market dynamics, like fixed income products offering better rates, and what they are seeing underneath the hood of the stock market. […]

In this week’s podcast, Tom, Tim, Brendan and Casey discuss the latest inflation reading and what impact it is having on the stock market. The cost of living adjustment for Social Security was also announced yesterday. The guys break down why this year’s adjustment might feel better than last year’s. The market has been watching […]

Interest rates have an impact on just about every part of our financial lives. And when they move up as quickly as they have in 2022, it causes some major changes. In this week’s podcast, Tom, Tim, Brendan and Casey discuss the impact interest rates have on bond prices. They share some numbers to show […]

Whether it is pension funds, or individuals saving for retirement, the message remains the same, investment returns cannot make up for a savings shortfall. In this week’s podcast, Tom, Tim, Brendan and Casey discuss the near forced liquidation of some pension funds in the United Kingdom. They breakdown the volatile U.K. bond market and highlight […]

The state of the economy continues to make headlines here in 2022. So in this week’s podcast, Tom, Brendan and Casey discuss what is actually happening in the economy. They share their thoughts on the latest moves by the Federal Reserve and breakdown what they are seeing with interest rates, stock market earnings, housing and […]

Bonds have been having an outlier year due to rising interest rates so far here in 2022. But has it changed the overall dynamic of stocks and bonds in a portfolio? Brendan, Tim and Casey discuss why bond investors are bailing out, where bond returns come from and whether or not bonds are serving their […]

A common misconception amongst investors is that investment returns would be better if they could somehow avoid recessions. But is that actually true? In this week’s podcast, Brendan and Casey settle this debate once and for all. They share historical statistics about investing through past recessions and get in to what these numbers mean for […]

In this week’s podcast, Tim and Brendan begin by discussing how investors reacted to the Fed’s comments last week. The conversation turns into a discussion about who is actually making changes to their retirement investments this year. The guys wind up shining a light on the world of alternative investments and how they aren’t always […]

We are often asked “what can I expect my investments to earn if I work with you?”. While it is an important question, there is no easy answer. In this week’s podcast, Tom, Brendan, Tim AND Casey weigh in on the best way to set investment performance expectations, the difference between average returns, and returns […]

In this week’s podcast, Brendan, Tim and Casey debate whether it is better to have more money saved in your retirement accounts or lower monthly expenses. They discuss the pros/cons of each and how these factor into making big decisions in retirement like paying off a mortgage. The guys also turn the conversation towards the […]

In this week’s podcast, Brendan, Tim and Casey discuss the most recent economic headlines including this week’s inflation reading, last week’s jobs report and Q2 earnings. The guys highlight a theme that’s been apparent over the last couple of weeks… the market’s reactions are more based on expectations rather than what’s actually going on right […]

“If my required minimum distributions are 5% of my account, does that mean my account will be empty in 20 years?” In this week’s podcast, Tom and Casey debunk this common misconception by explaining the math behind required minimum distributions. While you are required to take the money out of tax deferred accounts, like a […]

A recent horror story came out about how over 1 million teachers have been misled about the amount of fees they’ve been paying in their retirement accounts. In this week’s podcast, Tom and Casey discuss what other options teachers have and what steps they should take to ensure they are doing what’s best for their […]

Margin investing, or taking on debt to invest, is very risky. It always seems to gain popularity during market peaks. And make matters worse on the way back down. In this week’s podcast, Tom and Casey discuss some recent events in the cryptocurrency space. We saw some really speculative investing trends, like margin investing, occur […]

It’s often said that the stock market looks forward, while economic data looks in the rearview mirror. The stock market reacts to what it thinks is going to happen. While the economic data represents what has already happened. It is not uncommon to see the stock market bottom while the economic news worsens. Tom and […]

In this week’s podcast, Tom and Casey discuss how crucial communication is for the investment advisor-client relationship. We take a different investment approach when money is needed in the short-term vs. growing it over the long-term. Things will change over the course of your life, that’s why we believe in ongoing investment management and financial […]

In this week’s podcast, Tom and Casey discuss how the market has priced in a severe recession, and what that means moving forward. The guys review the latest charts and data points they’ve been paying attention to. With many of them pointing to improvements in inflation. As always, we’re here this week to keep things […]

In this week’s podcast, Brendan, Tom and Casey discuss the Fed’s decision to raise interest rates and the effects it might cause in the stock market and economy at large. The guys break down all the latest including inflation, oil/gas prices, housing and more. If your bear market and recession fears are peaking, this week’s […]

In this week’s podcast, Tom and Casey discuss how the current economic data is telling two stories. We have historically low unemployment numbers but also historically high inflation, so what does that mean for everyday investors? The guys draw on historical examples to show how the economic levers the Fed is pulling take time to […]

There has been a lot of talk about the Fed’s plan for quantitative tightening lately. But what exactly does that mean? And what should everyday investors expect? The Fed has been under the microscope so far in 2022 due to raising interest rates. But there is another side to the story. On this week’s podcast, […]

In this week’s podcast, Tom and Casey summarize and provide context on the latest economic data. While also discussing several companies’ recent earnings reports. They cover the following: Does a good company make a good stock? How is the Fed reacting to the latest economic data? Why are housing and inflation so intertwined? Tune in […]

In this weeks podcast, Brendan and Casey discuss how short term market losses impact retirement plans. They explain how to handle investment account distributions when markets are rocky and the importance of aligning your portfolio with your income needs. This is a question we’ve been getting a lot lately, so tune in if it’s on […]

All the stock market headlines are doom and gloom right now. In this week’s podcast Casey doesn’t claim to have all the answers, but he aims to balance out that negativity by providing some facts and figures that have caught our eye here recently. He covers what tends to happen when sentiment gets this bearish […]

Tom talks all things capital gains tax rates in this week’s podcast. Now that 2021’s tax deadline has passed, it’s time to start looking for changes to make as we head further into 2022. He covers common misconceptions regarding capital gains taxes. As well as diving into whether it is better for married couples to […]

There are a lot of comparisons being made between the current economy and the economy of the late 70’s and early 80’s. The guys discuss the similarities AND differences, while highlighting whether or not bonds still act as a diversifier and how to think about future bond returns. We’ve been getting a lot of questions […]