Mullooly Asset Management

If you’ve been seeing headlines about the yield curve lately and don’t know what that is or what it means, look no further than this week’s podcast. The guys discuss rising interest rates, what’s been going on in the bond market, and why everyone in the financial media is using the yield curve to try […]

Being able to pay off your mortgage is the dream for every homeowner. But is it a good idea for retirees to use their retirement assets to get rid of mortgage debt? In this week’s podcast, Brendan and Casey breakdown the different aspects of this decision. They weigh the options and highlight how it impacts […]

In this week’s podcast, Tom, Brendan and Casey discuss financial planning tips and best practices to start your year off on the right foot. They talk about how to review your financials from 2021, tax planning, cash flow management strategies and much more! We’re already a couple weeks into 2022 so tune on in and […]

Recent headlines have claimed that the stock market is being “propped up” by just a handful of the largest companies. In this week’s podcast, Tom, Brendan and Casey discuss what this type of market means for investors. While driving home the point that it is normal to see different areas of the market, like large […]

There have been a lot of economic questions lately, specifically whether or not the Federal Reserve will raise interest rates. We got some clarity this week on their plan of action. With so much emphasis on this meeting and the economy as a whole, Tom, Brendan and Casey share their thoughts on it all in […]

In this week’s podcast, Casey and Brendan further their discussion on retirement withdrawal strategies. They discuss a recent piece of research that indicates the 4% rule for retirement might be out of date. Tune in to find out how stock market valuations affect retirement plans and what retirees can do if they have to withdraw […]

In this week’s podcast, Brendan and Casey discuss retirement withdrawal strategies. They highlight the different levers that can be pulled. And how making adjustments to spending can have a larger impact on “success rates” than portfolio changes. This podcast drives home our point that financial planning is a process and not a one time event. […]

In this week’s podcast, Tom, Brendan and Casey discuss why a move in retirement is not a silver bullet that fixes high cost of living. What lifestyle your investments have to support is THE BIGGEST factor in the retirement equation. Moving in retirement is about more than just avoiding income taxes. It requires consideration of […]

In this week’s podcast, Tom, Brendan and Casey discuss the highest inflation reading in over 30 years. The guys share their thoughts on how to best handle inflation from an investing and financial planning standpoint. Nobody likes to pay more for everyday items. Tune in for some practical things you can do (or not do) […]

In this week’s podcast, Casey breakdowns three of the most popular misconceptions we hear about what inflation means for your investments. He highlights how stocks are the best inflation hedge we have. As well as touching on two common alternatives we often hear about, investing in gold, and fixed products, like annuities. If you’re concerned […]

In this week’s podcast, Brendan and Casey discuss the 5.9% cost of living adjustment (COLA) to Social Security checks starting in 2022. They breakdown how the COLA is calculated, how these adjustment are built into financial plans and so much more. Social Security is something that affects everyone. Whether you are a taxpayer or someone […]

In this week’s podcast, Tom, Brendan and Casey wrap up their discussion on whether or not target date funds are “good” investments for 401(k) investors. A recent Wall Street Journal article recommended recreating target date funds on your own. The guys breakdown why that completely negates the benefits and unnecessarily exposes investors to market timing […]

In this week’s podcast the guys weigh in on whether or not target date funds are “good” investments for 401(k) investors. They get into what target date funds get right, what they get wrong and why understanding a 401(k) plan’s default options are so important. Is more education for investors really the answer? Tune in […]

In this week’s podcast, Tom and Casey talk investing history and take a look back through the last four decades at the largest companies in the S&P 500. From the oil dominated Top 10 of the 1980’s to the Tech heavy Top 10 of today. If there is one constant in investing it’s change. The […]

In this week’s podcast episode, the guys discuss why tax planning should be thought about in terms of lifetime tax, instead of year to year tax. Tax planning is so much more than focusing on reducing your tax bill as much as possible on a yearly basis. They get into specifics about the differences between […]

In this week’s podcast episode, the guys discuss making investing decisions and why following the latest and greatest trends might not be the best strategy. They cover everything from historical market context over the last twenty years, to how to construct a portfolio with a client’s best interest in mind. Be sure to tune into […]

Investors underperform the funds they own by an average of 1.7%, according to a recent Morningstar study. In this week’s podcast episode, Brendan, Tom, and Casey breakdown how/why this happens. They get into the perils of market timing, trying to override human behavior, and what investors can do to help close this gap. Show Notes […]

Expense ratios for mutual funds and exchange traded funds (ETFs) have been cut in half over the last twenty years. In this week’s podcast episode, the guys explain what expense ratios are and why it’s so important for investors to pay attention to them. Their discussion is driven by a recent study done by Morningstar […]

The stock market (as measured by the S&P 500) has hit a new high in every month so far this year. But when you look under the hood, the average stock isn’t doing as well. In this week’s podcast, the guys dive into how an index like the S&P 500 can be pulled forward by […]

S&P 500 company pension funds have lowered their expected returns 10 years in a row. In this week’s podcast episode, we breakdown what’s contributing to the lowering of expected returns. And we explain why lower expected returns aren’t necessarily a bad thing for pensioners. If you receive a pension, or are set to receive one […]

In this week’s episode, the guys discuss a popular stock market valuation metric, the forward price to earnings ratio. We first explain what the ratio is, what it measures, and how it’s used. On a high level, it tells us how a company, or in this case the S&P 500 index, is valued. Interestingly enough, […]

In this week’s episode, the guys discuss why having all your assets tied up in retirement accounts can complicate retiring early. They breakdown why having both pre and post tax assets is so crucial for those in their late 50’s and early 60’s. They also dive into the likelihood of retiring on solely cash or […]

Do some bond yields seem too good to be true? Well, that’s probably because they are. In this week’s podcast, the guys discuss how “inflation protected” bonds are able to advertise yields that aren’t necessarily real. Which leads them to discuss other inflation hedges, and how most folks probably already own the best one of […]

Robinhood, the online investing and trading platform, had their IPO (initial public offering) yesterday. In this week’s podcast, the guys discuss the staggering numbers Robinhood had to disclose in order to file for the IPO. Some of these numbers are seriously out of control! And, of course, we tie in how folks should be investing […]

It’s official, the S&P 500, the most widely followed stock market index, has doubled off the March 2020 pandemic lows. In this week’s podcast, the guys discuss how the S&P got to this point. And the different trends we’ve seen underneath the surface which have made this happen. They also highlight how important it is […]