Mullooly Asset Management

The small cap swoon has continued into October and we’ve repeatedly heard advisors, the financial media, investors, and clients ask, “Is the run in small caps over?”. If you’d like our opinion at Mullooly Asset here it is: maybe. Not the answer you were looking for? Tom digs further into this question during the weekly […]

When discussing point and figure charts, we’ve always found that people understand them better when they’re compared to something they know. With week 5 of the NFL season about to get underway, we wanted to explain relative strength through a fantasy football analogy. We need to begin by defining relative strength. Relative strength measures the […]

We’ve explained what ETFs (exchange traded funds) are previously on Mullooly Asset Management podcasts. Check out the archives here: https://mullooly.net/tag/etfs/ This week, Tom and Brendan got together to discuss a new type of ETF that’s awaiting SEC approval. Money managers such as BlackRock, Eaton Vance, and State Street (just to name a few) have been anticipating […]

Last week Twitter raised $1.8 billion in a convertible bond issue. Over the last couple of years, many companies have issued convertible bonds as a way of raising capital. Why convertible bonds though? Tom and Brendan discuss during this week’s Mullooly Asset Management podcast. In order to explain why companies have been utilizing convertible bonds […]

Ever been offered the “special opportunity” to invest in a private placement? You need to be 100% on guard when being pitched on these types of investments. Tom and Brendan discuss private placements and the essential facts investors must know about them in this week’s Mullooly Asset Management podcast. Private placements involve the sale of […]

Here’s a fact of life: buying a car will be expensive. Don’t make it more expensive than it needs to be by ignoring the tips that Tom and Brendan discuss during this week’s Mullooly Asset Management podcast. You don’t want to neglect these car-related, financial planning principles. When it comes down to it, they’re mostly rooted […]

We recently discussed retirement account beneficiary forms in our weekly video. We recommend watching it (https://mullooly.net/retirement-account-beneficiary-forms-very-important/7603). In this week’s Mullooly Asset Management podcast, Tom and Brendan share two examples that illustrate the importance of filling out and updating these forms. When it comes down to it, filling out and updating your r...

Have you ever bought one of those flex fit hats before? Sometimes they fit great, but other times the first gust of wind blows the thing right off your head. We aren’t big advocates of this one size fits all approach. When it comes to hats we’d rather have something that’s our size precisely or […]

Do you know what alternatives are when it comes to investments? We’ve had some questions come in recently about these types of investments, so we figured it would make a great podcast topic. Tom and Brendan discuss what alternatives are and break down the four main types that investors are exposed to. An alternative investment […]

Investors looking for income might be drawn to high yield bonds. High yield sounds like exactly what they’re looking for. However, their desire for yield often leads them to overlook the many risks that surround these investments. Tom and Brendan discuss the risks associated with high yield bonds on this week’s Mullooly Asset Management podcast. […]

Many people assume that rising interest rates must be a bad sign for stocks. It’s not nearly that simple! Tom and Brendan discuss this on the weekly Mullooly Asset Management podcast. A recent article by Barry Ritholtz (which you can find here: http://www.ritholtz.com/blog/2014/07/rising-rates-unliklely-to-kill-this-bull-market/) covered the effect rising rates have on the stock market. Its focus...

Over the past few years, we’ve heard more and more about low volatility funds and ETFs. It’s not just advisors, brokers, and the financial industry talking about them either. We’ve had clients ask us what’s up with these low volatility investments. That’s why Tom and Brendan decided to talk about them on this week’s Mullooly […]

We’ve found that most investors can accurately identify large cap stocks. These are the names that get featured in the financial news because they’re members of the S&P 500. However, we’ve seen some confusion when it comes to small cap and mid cap stocks. That’s why Tom and Brendan decided to define small cap and […]

The Treasury Department released a report this week announcing that investors will now be able to purchase longevity annuities within their retirement plans. By retirement plans they mean 401k’s, IRA’s, and 403b’s. On this week’s podcast, Tom and Brendan discuss what a longevity annuity is and the pros and cons of purchasing one within your […]

You’ve probably seen wild images of floor traders yelling and waving at one another before. Do you actually know how orders to buy or sell stock get filled though? A lot of investors don’t and that’s why Tom and Brendan discuss the process during this week’s Mullooly Asset Management podcast. The first point to understand […]

It’s often taken for granted by those familiar with the stock market, but plenty of people don’t know the difference between the New York Stock Exchange and the NASDAQ. There are several, key physical and financial differences in these exchanges that everybody should know. Tom and Brendan discuss these differences and more on this week’s […]

If you’re interested in learning the difference between cap weighted and equal weighted we have a great analogy that’ll help simplify things. Our friends from Dorsey Wright & Associates came up with this analogy and we thought it was really cool, so we featured it on this week’s Mullooly Asset Management podcast. We still get […]

Do you know what it means when a portion of your account is in the money market? A lot of investors don’t and feel silly asking. The funny part is that many people in the financial industry probably don’t completely understand either. Tom and Brendan explain the money market in this week’s Mullooly Asset Management […]

You’ve probably heard market analysts refer to P/E ratio before, but what is it? That’s a good question that Tom and Brendan answer during this week’s Mullooly Asset Management podcast. They define the term and also give examples that will make it simpler for individuals to understand. P/E (or price to earnings ratio) ratio measures […]

The financial industry uses a ton of jargon, and here at Mullooly Asset Management we know that’s not always conducive to the average investor’s education. In this week’s Mullooly Asset Management podcast, Tom and Brendan explain the yield curve in a simple manner. You’ve probably heard a broker, advisor, or a member of the financial […]

Something that comes up when we speak with new clients is their reason for coming to meet with us. More often than not that reason is because they hardly ever (or never!) hear from their current advisor or broker. Why do these advisors and brokers work so hard to get new clients only to never […]

In my presentations, especially when speaking with new or potential new clients, the question usually comes up, “Why don’t more people use technical analysis?” or “Why don’t more folks use point and figure charting?” Point and Figure Charting (then called “figuring”) was created by Charles Dow, back in the 1880’s. As a point of reference, […]

Most investors are pitched on the “advantages of investing in an annuity”, but neglect to find out what happens in the end game. It’s not something pleasant to discuss, but what happens when an annuity owner dies? Tom and Brendan cover this frequently asked question in their weekly podcast. When a single owner of an […]

The topic of this week’s Mullooly Asset Management podcast came from an industry newsletter we recently read here in the office. You can check out the post here (http://www.investmentnews.com/article/20140422/FREE/140429982). The article is centered around a recent uptrend in arbitration cases filed to Finra in the first quarter of 2014. Many of these cases have been […]

It may or may not surprise you to hear that since January 1, 2000 the S&P 500 is up 24.59%. However, we bet you’re absolutely surprised to hear that during the same time period the equal weighted S&P 500 is up 152.86%. These numbers come to us courtesy of our good friends at Dorsey Wright […]