Mullooly Asset Management

Wall Street analysts have a lot of different ratings for stocks. In this week’s podcast Tom and Brendan take a look at why Wall Street rarely says sell. The conversation mainly revolves around a recent article found on MarketWatch, which you can find here. The article contains buy-sell-hold ratings from Sam Stovall, who is the […]

In the last few years, it seems as though many investors have begun taking some stock market myths very seriously. In this week’s Mullooly Asset Management podcast, Tom and Brendan address two stock market myths that have become prevalent. Mark Hulbert recently wrote an article about the “Halloween Indicator” that you can find here. He […]

It’s a big decision deciding what to do with your retirement account when leaving a job or retiring, and many people don’t know that they have several options. Tom and Brendan discuss these options in this week’s Mullooly Asset Management podcast. There are four clear choices investors have when choosing what to do with their […]

Hopefully your place of employment offers some sort of retirement plan that you are utilizing to save money. You might have a 401k account if you work at a for-profit business. Some other types of retirement accounts that you might have are a 403b annuity or a 457 deferred compensation plan. 403b annuities are for […]

Quarterly rebalancing and asset allocation models go hand in hand. We don’t have much faith in either here at Mullooly Asset Management. Tom and Brendan discussed some reasons why the traditional asset allocation model fails in last week’s podcast. This week they cover the topic of quarterly rebalancing. So what is quarterly rebalancing and how […]

If you’ve worked with a broker or financial planner before, then you’ve most likely been subjected to their pie-charts. Asset allocation models have been displayed in this pie-chart format for a long time now. Tom and Brendan discuss these pie-charts in this week’s podcast, and more importantly talk about why the traditional asset allocation model […]

Benjamin Graham, one of the fathers of value investing, once said, “Individuals who cannot master their emotions are ill-suited to profit from the investment process”. Tom and Brendan discuss the topic of emotional investing during this week’s Mullooly Asset Management podcast. When investors let their emotions creep into their investment decision making process, it can […]

In this week’s Mullooly Asset Management podcast Tom and Brendan discuss how to know your investment advisor isn’t the next Bernie Madoff. Tom explains how he expects new clients to question him about this exact topic. Ever since the whole Madoff story came out in 2008 it’s been a real fear for most investors. If […]

In this week’s Mullooly Asset Management podcast Tom and Brendan discuss why the point and figure approach is superior to other investing methods. Tom shares a first hand story from his days as a stock broker that illustrates the superiority of point and figure charting perfectly. In 1997, when Tom worked as a retail broker, […]

You should be skeptical of the financial media. Tom and Brendan explain why in this week’s podcast. When we refer to the financial media we’re talking about sources like Bloomberg, CNBC, Marketwatch, and the Wall Street Journal. There are plenty of others as well, but you get the point. Many people read, watch, and listen […]

Every investor would love it if there were one way of knowing whether to invest more or get out of the stock market. Unfortunately, we don’t have crystal balls that predict the future. That leaves many people wondering how to know when to get out of the stock market and when to get into it. […]

How much commission do stock brokers make? Nobody really seems to know the answer to this question. There’s no doubt that many investors probably wonder this all the time. Tom and Brendan discuss the question, “How much commission do stock brokers make?”, in this week’s podcast. Tom starts by explaining some very basic points that […]

Debates have occurred for a long time over the topic of discount brokers vs full-service brokers. In this week’s Mullooly Asset Management podcast Tom and Brendan take on this heavily disputed subject. They talk about what you can expect when you choose to invest with either a discount broker or full-service broker. Here at Mullooly […]

Tom and Brendan discuss a frequently asked question in this week’s Mullooly Asset Management podcast. The big question that new clients want to know is, “How do I transfer my accounts to Mullooly Asset Management?”. Many investors think there will be a lot of work involved with changing their investment advisor. This is not true, […]

This week on the Mullooly Asset Management podcast, Tom and Brendan talk about why knowing what you spend is vital to investing. This is something Tom discusses with clients in financial planning meetings all the time. Tom normally asks them what their monthly number is. Over 75% of clients don’t know what they spend each […]

In this week’s Mullooly Asset Management podcast, Tom and Brendan discuss a question they hear a lot. The question is, “How much money should be in my emergency fund?”. Tom was inspired to talk about financial safety nets this week because of a New York Times article that Barry Ritholtz suggested checking out. The article […]

How much does an investment advisor cost? That’s a pretty good question, and one that we hear often at Mullooly Asset Management. Many people see it as some sort of a big secret. You have probably felt that feeling of intimidation before when shopping for car, buying insurance, or maybe working with somebody who manages […]

Even after last week’s podcast Tom has still been hearing the question, “Should I invest in bonds?”. In this Mullooly Asset Management podcast the topics include that question, some bond basics to remember, and a story Tom wanted to share. First off, Tom wants listeners to understand what buying a bond means. Buying a bond […]

So you’ve been wondering, “How much of my portfolio should be in bonds?”. In this week’s Mullooly Asset Management podcast Tom and Brendan discuss a recent article from the New York Times that relates to that topic. The article’s title is, “For Retirees, a Million-Dollar Illusion”. The main point of the article was that if […]

Pretty much everybody has to deal with college loans at some point in their life. These loans are not easy to pay off and have only grown in size over the years. The cost of college is not coming down any time soon, so how do people continue to pay them off? Tom and Brendan […]

A common misconception many investors have is that they make too much money to contribute to a Roth IRA. This used to be true, but is not anymore. In this week’s Mullooly Asset Management podcast Tom and Brendan discuss how everybody can put money into a Roth IRA. This does not mean everybody can make […]

Tom and Brendan discuss leveraged Exchange Traded Funds in this week’s Mullooly Asset Management podcast. There’s a lot that investors need to understand about leveraged ETFs. The first thing that investors need to know is that these funds are not your average investment. Tom and Brendan get into why that is in the podcast. When […]

In this week’s Mullooly Asset Management podcast Tom and Brendan answer the question, “Why are bonds risky?”. Tom begins by pointing out that Alan Greenspan, Ben Bernanke, and Warren Buffet have all cautioned against bonds recently. Bernanke said (of bonds), “They are among the most dangerous of assets”, as quoted from this post from Forbes. […]

Ever wonder why brokers sell mutual funds? Tom has a story to share about it, and that is the topic of the Mullooly Asset Management podcast this week. Tom is part of the Finance Committee for his local parish. They have a large brokerage firm that manages their investments. The parish’s account is full of […]

Do you know the four ways to get distributions from a mutual fund? Tom and Brendan start off this week’s Mullooly Asset Management podcast by talking about them. The four ways include income, dividends from holdings, short term capital gains, and long term capital gains. Short term capital gains are when you have held the […]