Mullooly Asset Management

In Ep. 229 of the Mullooly Asset Podcast, Brendan and Tom reminisce about the ‘good old days’ when everybody had pensions and 401(k)’s and everybody was happy!  And then they burst everyone’s bubble reminding people that didn’t happen!  They talk about these workplace retirement plans, the incentives they offer, and how it might be time […]

In Ep. 228, Brendan and Tom talk about a few articles and podcasts that caught their eye this week.  They talk about the ever-changing roles and incentives for active mutual fund managers, the way capital gains distributions in mutual funds can cause huge tax bills, and much more! Show Notes ‘The Man Who Hates ETFs […]

In Ep. 227 of the Mullooly Asset Podcast, Tim and Tom break down some headlines from this week.  They discuss why Millennials are afraid to invest their money and prefer cash, how to potentially talk to your children about ways to reduce student loans, a witty quote from Warren Buffett, and much more! Show Notes […]

In Ep. 226, Brendan and Tom talk about a chart posted last year by our friend Michael Batnick of Ritholtz Wealth Management.  The chart shows “reasons to sell” over the last decade, and looking back on them they feel somewhat foolish.  However, in the moment it’s difficult to discern what’s real and what’s a fake-out.  […]

In Ep. 225 of the Mullooly Asset Podcast, Brendan and Tom breakdown some headlines from this week.  They talk about Elon Musk considering taking Tesla private, Facebook trying to team up with banks, cryptocurrency “pump and dump” schemes, and auditing your own monthly bills.  Check it out! Show Notes ‘Facebook to Banks: Give Us Your […]

In Ep. 224 of the Mullooly Asset Podcast, Brendan and Tom break down a recent article from the Wall Street Journal that talks about auto-enrollment rates for 401(k) plans.  This leads to a bigger discussion about the 401(k) plan as a whole, and the purpose of the workplace retirement plan.  Is it perhaps time to […]

Show Notes ‘The Most Googled Financial Questions By State’ – Think Advisor ‘The Pension Hole for U.S. Cities and States is the Size of Japan’s Economy’ – The Wall Street Journal ‘What Should You Do With Your Home Equity in Retirement?’ – Christine Benz – Morningstar ‘Young People Don’t Want Construction Jobs’ – The Wall […]

Show Notes ‘Facebook Stock Drops Roughly 20%’ – MarketWatch ‘The Fate of the Stock Market for 2018 Could Rest on the Next Couple Days’ – MarketWatch ‘How to Predict the Next Market Downturn’ – MarketWatch ‘They All Fall Down’ – Michael Batnick – The Irrelevant Investor ‘Whistleblowers Detail Wells Fargo Wealth Management Woes’ – The […]

In Episode 221 of the Mullooly Asset Podcast, Brendan and Tom talk about fixed annuities, the ever-present transfer of wealth between generations, how to manage cash flows when working in the “gig economy” and much more!  If you’ve got a question that you would like answered on an upcoming podcast, get in touch with us! […]

Show Notes ‘Renters, This Is How Many Years It takes to Save Up for a Down Payment on a Home‘ – MarketWatch ‘The Investor Fever for Passive Funds is Cooling in 2018‘ – The Wall Street Journal ‘Earnings Surprises: The Stock Market’s Worst-Kept Secret‘ – Jason Zweig – The Wall Street Journal Ep. 220: Down […]

Show Notes ‘The Single Most Important Retirement Strategy’ – MarketWatch ’15 Way to Make More Money in Your 401(k)’ – MarketWatch ‘Trade Jitters Knock Nearly 500 Points Out of Dow, Putting Benchmark on Track for Worst Day Since April’ – MarketWatch ‘NFL Star Turned Wharton Grad Landed Big Job at Goldman Sachs’ – CNBC ‘Thinking […]

Show Notes ‘Junk Debt is Outdoing its Peers’ – The Wall Street Journal ‘U.S. Recession Chances are Creeping Higher’ – The Wall Street Journal ‘Germany Will Win the World Cup, UBS Says After 10,000 Simulations’ – Bloomberg ‘Why Size Alone Won’t Help Old Media Beat Netflix’ – The Wall Street Journal Ep. 218: Junk Bonds, […]

Show Notes ‘GE Booted From the Dow, Replaced by Walgreens’ – CNBC ‘Masters in Business: Dr. Ed Yardeni’ – Ritholtz ‘Supreme Court Widens Reach of Sales Tax for Online Retailers’ – The New York Times ‘How to Play Rising Interest Rates Based on Your Age’ – CNBC ‘Supreme Court to Hear Case Challenging Government’s Ability […]

Ep. 216: Social Security, Finance Professionals, Replacing Debt with More Debt – Transcript Tom Mullooly: Welcome to the Mullooly Asset Management podcast. This is episode number Cleveland, area code for 216, back from my cold calling days in the ’80’s where I learned the area codes for every part of the United States. I’m Tom […]

Show Notes ‘Bryan Colangelo Resigns From 76ers After Twitter Scandal’ – The Wall Street Journal ‘Amazon Scores Rights Deal for English Premier Soccer League’ – The Wall Street Journal ‘Buffett, Dimon Team Up to Curb ‘Unhealthy Focus’ on Quarterly Earnings’ – The Wall Street Journal ‘Value Investors Face Existential Crisis After Long Market Rally’ – […]

Show Notes ‘Italy Sparks Global Fear of Fresh Euro Crisis’ – The Wall Street Journal ‘For Oil Prices, Political Risk Dwarfs the Dollar’ – The Wall Street Journal ‘As Global Growth Loses Steam, U.S. Investors Find There’s No Place Like Home’ – The Wall Street Journal ‘Never Begin With the End in Mind’ – Michael […]

In Ep. 213 of the Mullooly Asset Podcast, Brendan and Tom break down this week’s headlines.  They talk about the rising dollar, and what affect it MIGHT have on Emerging Markets.  They also talk about the myth of small cap performance spilling over into large cap performance, trade wars concerns in the market, affording a […]

In Ep. 212 of the Mullooly Asset Management Podcast, Brendan and Tom discuss some headlines that caught their eye in the last few weeks.  They talk about how investors will be able to see a broker’s profits made from bond sales.  They also discuss the idea of California forcing new home builders to install solar […]

In Ep. 211 of the Mullooly Asset Management Podcast, Brendan and Tom discuss this week’s headlines.  They talk about CEO’s salaries, specifically the CEO from Under Armour.  They discuss how the oil rally “took forecasters by surprise”, and what you can REALLY use forecasts for.  They also talk about the US Dollar, short term bond […]

In Ep. 210, Tom talks about estates. Dividing up an estate can be a sometimes messy topic, especially among family members.  Tom outlines what happens if you are named as an executor to the estate, what a normal and customary executor’s fee could be, how inheritance and estate taxes factor in depending on what state […]

In Ep. 209 of the Mullooly Asset Podcast, Tom talks about the Department of Labor Fiduciary Rule, and if it is going to actually be implemented or not.  He also talks about the importance of understanding the fiduciary responsibility your investment advisor SHOULD have when working with your money.  Many clients, and folks in the […]

Time Stamps: 3:47 – “What’s the best thing to do with excess wealth at age 30?” 7:15 – “Can I still open a 401k if I’m already retired?” 9:43 – “What are the benefits of rolling over a 401k into an IRA if I’m not working?” 13:13 – “As a newly eligible employee at a small business, can I […]

Time Stamps: 2:00 – “What allocation strategy do you recommend for those approaching retirement?” 7:45 – “I inherited an IRA that was passed down two different times. Do I qualify for a five year disbursement?” 11:13 – “Where should I move my 401k account from my past employer?” 14:22 – “I’m 24 and contributing to a simple IRA. What […]

Show Notes ‘Mets Analysis: Wilpons Need to Be More Transparent About Payroll, Offseason Moves’ – Marc Carig – Newsday Why the New York Mets Need a Financial Planner – Transcript Tim Mullooly: Welcome back to the podcast. This is episode number 206 of the Mullooly Asset Management Podcast. This is Tim Mullooly. Tom Mullooly: And […]

Show Notes: ‘Be Wary of this Skyrocketing Bitcoin Fund’ – Sumit Roy – ETF.com ‘The Bitcoin Whales: 1,000 People Who Own 40% of the Market’ – Olga Kharif – Bloomberg ‘Bitcoin Mania: Even Grandma Wants In On the Action’ – The Wall Street Journal (Paywall) Bitcoin: What Investors Need to Know – Transcript Tim Mullooly: Welcome […]