Mullooly Asset Management

Many people are confused about the liquidity of ETFs. That’s why we decided to make it the topic of our weekly podcast. Tom and Brendan discuss liquidity and whether or not daily volume is important to ETFs in this week’s Mullooly Asset Management podcast. We thought the best way to illustrate trading volume’s importance to […]

On this week’s Mullooly Asset Management podcast Tom and Brendan discuss high frequency trading. This topic has been getting tons of coverage this week because of the 60 Minutes episode many people saw on Sunday night (March 30, 2014). The episode featured an interview with Michael Lewis about his new book. The book is based […]

Historical returns can sometimes convey misleading information to investors. In March of 2014, investors should be especially wary of mutual funds touting exceptional five year returns. Tom and Brendan discuss why funds are going to start promoting their five year numbers in this week’s Mullooly Asset Management podcast. Take a moment and travel backwards in […]

Missing a market run-up is not something investors desire. It makes them feel left out, nobody enjoys that feeling. But how do you know when it’s time to move money back into the stock market after a big decline, like in late 2008 for example. Tom and Brendan talk about just that in this week’s […]

One of the biggest unspoken concerns that investors have is avoiding another 2008. Throw that one in there with “how to know your advisor isn’t Bernie Madoff” and “how to not miss a big market run-up” and you’ve covered the “trifecta”. In this week’s Mullooly Asset Management podcast, Tom and Brendan discuss how investors could […]

A problem that many individuals face today is how to get cash flow out of their investments while also growing their money for the long term. Putting an entire portfolio into yield oriented investments doesn’t provide the best opportunity for long term growth, in most instances. So how do you find a happy medium? In […]

It’s only the end of February, but a common theme of 2014 (so far) has been investors’ desire for more income. They’re chasing it more than ever and are hungry for income based investment ideas. In this week’s Mullooly Asset Management podcast, Tom and Brendan share some thoughts about this need for income. What they […]

In this week’s Mullooly Asset Management podcast Tom and Brendan discuss ETFs. ETFs (exchange traded funds) are something we’ve discussed several times in our weekly podcast. This week’s focuses on why more advisors and brokers aren’t offering ETFs as investment options to their clients. With over 1500 ETFs in the United States alone, a shortage […]

Do you know what a Master Limited Partnership is? In this week’s Mullooly Asset Management podcast Tom and Brendan discuss the risks of MLPs. They explain what Master Limited Partnerships are and share a recent example of how risky these investments can sometimes be. The title of this post, “Under the Boardwalk”, draws its name […]

In this week’s Mullooly Asset Management podcast, Tom and Brendan discuss the brokerage window option that some investors have in their 401k plans at work. Haven’t heard of a brokerage window before? How about a self-directed brokerage option? The two terms refer to the same option within 401k plans that, until about ten years ago, […]

In this week’s Mullooly Asset Management podcast, Tom and Brendan discuss some recent scrutiny of 401k to IRA rollovers. When somebody leaves a company, via retirement or for other reasons, they are left with a decision: what do I do with my 401k plan? A recent Marketwatch article (that you can find here) warned investors […]

Over the first few weeks of 2014, the market has seemingly gone down nearly every day. Looking at things a little closer, we can see that the Dow Jones Industrial Average has been sloppy so far this year. However, many of the broader markets haven’t been down like the Dow. The stocks that make up […]

It’s integral to have investing rules or a belief system in place. In this podcast Tom and Brendan share the investing rules of Mullooly Asset Management. These are the principles and beliefs that provide a basis for how we manage money here at Mullooly Asset. Point and figure technical analysis is our biggest tool when […]

In this week’s Mullooly Asset Management podcast Tom and Brendan pick up where they left off last week in their discussion of highly priced stocks. They talked about names like Apple, Google, and Precision Castparts to name a few. These expensive stocks cost a high dollar amount per share, and that scares off some investors. […]

Investors want to buy stocks that are successful. One problem with successful stocks is that they can sometimes have high prices. Investors see the high price on the stock, and decide they would be better off buying something less expensive. This doesn’t have to be the case though. You don’t have to let highly priced […]

Last week on the Mullooly Asset Management podcast, Tom and Brendan discussed Bob Farrell’s Investing Rules. Since Mr. Farrell had 10 total rules to share with us, the podcast was divided into two parts. This is the conclusion of our mini-series on Farrell’s investing rules where Tom and Brendan discuss rules number 6-10. If you […]

If you have never heard of Bob Farrell’s investing rules, then we highly recommend you take ten minutes to listen to this week’s Mullooly Asset Management podcast. In this week’s podcast Tom and Brendan discuss five of Bob Farrell’s investing rules. These rules (which you can find here) are likely things investors may have heard […]

Is the stock market at dangerous levels? Investors probably wonder this a lot, and with the Dow Jones Industrial Average up around 16,000 people have been doing just that lately (December 2013). In this week’s Mullooly Asset Management podcast Tom and Brendan discuss a recent MarketWatch.com article titled, “Market Could Be Hitting a Dangerous Triple […]

If you’ve ever retired from or left a job, you know how difficult it can be to get money out of your old retirement plan. All you want to do is take a distribution and roll it over into a new IRA, but that ends up being a lot more work than you anticipated. We […]

It’s pretty interesting to see that so many investors don’t know how annuities are taxed. It’s interesting, but not in a good way. This is something that investors should understand before they get involved, however most learn it after they’re already locked in. Tom and Brendan talk about annuities and how they’re taxed in this […]

Are you tired of paying capital gains taxes every year? If so, you are not alone. Most investors probably wouldn’t be upset to see them disappear altogether. This week on the Mullooly Asset Management podcast Tom and Brendan have a timely discussion about mutual funds, ETFs, and capital gains. For those looking to get away […]

There’s a fair amount of confusion among investors when it comes to current yield vs SEC yield. Being able to recognize the difference between the two will give you a far better understanding of which bond funds might be worth investing in. In this week’s Mullooly Asset Management podcast Tom and Brendan discuss current yield […]

What is a conservative investor? It depends on who you’re asking. There seems to be a difference between what investment advisors and brokers believe is a conservative investor and what investors believe being conservative means. There are three basic types of investors today conservative, moderate, and aggressive. There are also tweaks to those three types […]

A lot of investors want to know if they should have an annuity inside an IRA. In almost all cases, putting a tax deferred investment, like an annuity, into an IRA is a dumb idea. Tom and Brendan explain more about why you shouldn’t put an annuity inside an IRA in this week’s podcast. Tom […]

A lot of Americans have the same question when it comes to their plans for later in life. They want to know, “Will I ever retire?”. There are a large number of people who simply don’t believe they will anymore. Tom and Brendan discuss this concerning financial topic in this week’s Mullooly Asset Management podcast. […]