Mullooly Asset Management

In Ep. 255 of the Mullooly Asset Podcast, Brendan and Tim discuss a few great articles from this week.  They talk about why informational edges rarely exist anymore when it comes to investing, and what James Harden has to do with it.  They also talk about why people care more about shark attacks and stock […]

In Ep. 254 of the Mullooly Asset Podcast, Brendan and Tom talk about the blunders made surrounding the Zoom IPO, and why buying shares of an IPO is really just a different form of gambling your money.  They also discuss a PR nightmare for the robo-advisor at SoFi, and how to reduce some “pain points” […]

In Ep. 253 of the Mullooly Asset Podcast, Brendan and Tim discuss a few important topics.  They talk about why a 401(k) loan, though not ALWAYS a bad idea, is not an investment.  They also talk about why finance is so taboo for most people, and when the best time to change an allocation is […]

In Ep. 252 of the Mullooly Asset Podcast, Brendan and Tom tackle two very important topics.  They discuss an article written for retirees and pre-retirees about having potentially too much risk in their portfolios.  They also talk about a few common misconceptions between mutual funds and ETFs that they’d like to set the record straight […]

In Ep. 251 of the Mullooly Asset Podcast, Brendan and Tom touch on a number of different topics.  They discuss ‘generational buying opportunities’, saving on housing costs, a different kind of student debt, and effective ways to give money to adult kids. Show Notes ‘Generational Buying Opportunity’ – Douglas A. Boneparth – Bone Fide Wealth […]

In Ep. 250 of the Mullooly Asset Podcast, we take a look back at some of the best topics from the last 50 episodes.  We hear from Tom, Brendan, and Tim about topics like minimizing student loans, why market timing is futile, the real value of going to college, trying to put your money back […]

In Ep. 249 of the Mullooly Asset Podcast, Brendan and Tom talk about a couple of important different topics.  They begin by giving some important notes about filling out the FAFSA, talk about a key flaw they found in an experience with a tax preparer, and the importance of hanging on to the lagging funds […]

In Ep. 248 of the Mullooly Asset Podcast, Brendan and Tom talk about a great post from our friend Ashby Daniels.  Ashby collected a handful of really useful, telling charts about retirees and people nearing retirement.  Tom and Brendan add their own two cents on the matter, and make it a conversation all retirees should […]

In Ep. 247 of the Mullooly Asset Podcast, Brendan and Tom talk about a few articles that touch on the topic of withdrawal rates from retirement accounts.  There are a lot of answers to the question “what is the best withdrawal rate?”  Brendan and Tom try to break it down as simply as possible for […]

In Ep. 246 of the Mullooly Asset Podcast, Brendan and Tom talk about a handful of topics.  They talk about a recent study that shows the earnings of people who don’t have a college education versus those that do, and how the new tax laws are affecting individuals this year.  Brendan sheds light on the […]

In 2009 there were probably a lot of headlines that read something like “Why Buy and Hold Doesn’t Work”.  Turns out, 10 years later, that would’ve been the exact worst time to ditch your buy and hold strategy. The previous ten years though?  Trend following looked like the right move.  In Ep. 245 of the […]

In Ep. 244 of the Mullooly Asset Podcast, Tim and Tom talk about a handful of current financial news.  They discuss the new “crypto” coin from JP Morgan, why 7 out of 10 people feel they will be financially better off next year, new ways to repay student loans, and how the government is trying […]

In Ep. 242 of the Mullooly Asset Podcast, Brendan and Tom talk about buying too much company stock and the concept of “accelerating” your mortgage.  Having too much company stock in your portfolio could be a potentially dangerous thing.  There are many ways to “accelerate” your mortgage payments, some more complex than others.  We break […]

In Ep. 241 of the Mullooly Asset Podcast, Brendan and Tom talk about the sequence of returns in the market and how they can positively, or negatively, affect your retirement.  They tie in some baseball history and talk MLB free agency as well!  Enjoy! Ep. 241: Retirement and the Sequence of Returns – Transcript DISCLAIMER: […]

In Ep. 240 of the Mullooly Asset Podcast, Tim and Brendan talk about a few articles that circle around probably the most important topic in personal finance: cash flows!  With the government shutdown affecting hundreds of thousands of people, it’s a great time to emphasize the need for an emergency fund. Show Notes ‘How to […]

In Ep. 239 of the Mullooly Asset Podcast, Brendan and Tom talk about important topics for the start of 2019.  They discuss the importance of checking your tax withholding each year, the importance of paying yourself first, and how to determine what to prioritize in your budget. Show Notes ‘Time to Check Your Withholding For […]

In Ep. 238 of the Mullooly Asset Podcast, Tom and Brendan break down a couple key topics to start the new year.  First off, they discuss the importance of understanding what gold does in relation to the stock and bond markets.  Second, they address how certain bond aggregates actually ended 2018 flat despite the narrative […]

In Ep. 237 of the Mullooly Asset Podcast, Brendan and Tom put the year of 2018 into perspective.  Using a couple of great articles from Charlie Bilello and Ben Carlson, they take what happened in the market this year and place it alongside a handful of previous years in the market for context. Show Notes […]

In Ep. 236 of the Mullooly Asset Podcast, Brendan and Tom talk about the Fed.  With the Fed being in the news a lot lately, they break down what the real purpose of the Fed is, what it has done over history, and the different impacts it has had on the market over the years. […]

In Ep. 235 of the Mullooly Asset Podcast, Brendan and Tom break down the volatility in the market in 2018.  Historically, this year has been more in line with “normal” volatility than last year.  They also discuss paying off credit card debt, and re-visit the Bernie Madoff scandal 10 years later. Show Notes ‘The One […]

In Ep. 234 of the Mullooly Asset Podcast, Tom and Brendan discuss a number of important topics.  They talk about tax gain harvesting, what to do when cash outperforms everything else, and how mutual funds are doing coming into the end of 2018. Show Notes ‘When Cash Outperforms Everything’ – Ben Carlson – A Wealth […]

In Ep. 233 of the Mullooly Asset Podcast, Tim and Tom break down a few articles that are very timely for the holiday season.  They talk about Amazon and retailers during the holidays, Bitcoin conversations, and what it means to keep things in perspective over the long-term. Show Notes ‘Amazon and Other Retail Stocks Typically […]

In Ep. 232 of the podcast, Brendan and Tom talk about a few interesting articles they read recently.  They also talk about the article that featured Brendan in The New York Times last week discussing 401(k) contribution limits for 2019.  Enjoy! Show Notes ‘MYTH: Higher Active Share Leads to Better Outcomes’ – Chris Tidmore – […]

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? […]

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 […]