Mullooly Asset Management

  In this week’s podcast, Tim and Brendan begin by discussing how investors reacted to the Fed’s comments last week. The conversation turns into a discussion about who is actually making changes to their retirement investments this year. The guys wind up shining a light on the world of alternative investments and how they aren’t […]

  We are often asked “what can I expect my investments to earn if I work with you?”. While it is an important question, there is no easy answer. In this week’s podcast, Tom, Brendan, Tim AND Casey weigh in on the best way to set investment performance expectations, the difference between average returns, and […]

  In this week’s podcast, Brendan, Tim and Casey debate whether it is better to have more money saved in your retirement accounts or lower monthly expenses. They discuss the pros/cons of each and how these factor into making big decisions in retirement like paying off a mortgage. The guys also turn the conversation towards […]

  In this week’s podcast, Brendan, Tim and Casey discuss the most recent economic headlines including this week’s inflation reading, last week’s jobs report and Q2 earnings. The guys highlight a theme that’s been apparent over the last couple of weeks… the market’s reactions are more based on expectations rather than what’s actually going on […]

  “If my required minimum distributions are 5% of my account, does that mean my account will be empty in 20 years?” In this week’s podcast, Tom and Casey debunk this common misconception by explaining the math behind required minimum distributions. While you are required to take the money out of tax deferred accounts, like […]

  A recent horror story came out about how over 1 million teachers have been misled about the amount of fees they’ve been paying in their retirement accounts. In this week’s podcast, Tom and Casey discuss what other options teachers have and what steps they should take to ensure they are doing what’s best for […]

  Margin investing, or taking on debt to invest, is very risky. It always seems to gain popularity during market peaks. And make matters worse on the way back down. In this week’s podcast, Tom and Casey discuss some recent events in the cryptocurrency space. We saw some really speculative investing trends, like margin investing, […]

  It’s often said that the stock market looks forward, while economic data looks in the rearview mirror. The stock market reacts to what it thinks is going to happen. While the economic data represents what has already happened. It is not uncommon to see the stock market bottom while the economic news worsens. Tom […]

  In this week’s podcast, Tom and Casey discuss how the market has priced in a severe recession, and what that means moving forward. The guys review the latest charts and data points they’ve been paying attention to. With many of them pointing to improvements in inflation. As always, we’re here this week to keep […]

In this week’s podcast, Tom and Casey discuss how the current economic data is telling two stories. We have historically low unemployment numbers but also historically high inflation, so what does that mean for everyday investors? The guys draw on historical examples to show how the economic levers the Fed is pulling take time to […]

There has been a lot of talk about the Fed’s plan for quantitative tightening lately. But what exactly does that mean? And what should everyday investors expect? The Fed has been under the microscope so far in 2022 due to raising interest rates. But there is another side to the story. On this week’s podcast, […]

In this week’s podcast, Tom and Casey summarize and provide context on the latest economic data. While also discussing several companies’ recent earnings reports. They cover the following: Does a good company make a good stock? How is the Fed reacting to the latest economic data? Why are housing and inflation so intertwined? Tune in […]

In this weeks podcast, Brendan and Casey discuss how short term market losses impact retirement plans. They explain how to handle investment account distributions when markets are rocky and the importance of aligning your portfolio with your income needs. This is a question we’ve been getting a lot lately, so tune in if it’s on […]

All the stock market headlines are doom and gloom right now. In this week’s podcast Casey doesn’t claim to have all the answers, but he aims to balance out that negativity by providing some facts and figures that have caught our eye here recently. He covers what tends to happen when sentiment gets this bearish […]

Tom talks all things capital gains tax rates in this week’s podcast. Now that 2021’s tax deadline has passed, it’s time to start looking for changes to make as we head further into 2022. He covers common misconceptions regarding capital gains taxes. As well as diving into whether it is better for married couples to […]

There are a lot of comparisons being made between the current economy and the economy of the late 70’s and early 80’s. The guys discuss the similarities AND differences, while highlighting whether or not bonds still act as a diversifier and how to think about future bond returns. We’ve been getting a lot of questions […]

If you’ve been seeing headlines about the yield curve lately and don’t know what that is or what it means, look no further than this week’s podcast. The guys discuss rising interest rates, what’s been going on in the bond market, and why everyone in the financial media is using the yield curve to try […]

Being able to pay off your mortgage is the dream for every homeowner. But is it a good idea for retirees to use their retirement assets to get rid of mortgage debt? In this week’s podcast, Brendan and Casey breakdown the different aspects of this decision. They weigh the options and highlight how it impacts […]

In this week’s podcast, Tom, Brendan and Casey discuss financial planning tips and best practices to start your year off on the right foot. They talk about how to review your financials from 2021, tax planning, cash flow management strategies and much more! We’re already a couple weeks into 2022 so tune on in and […]

Recent headlines have claimed that the stock market is being “propped up” by just a handful of the largest companies. In this week’s podcast, Tom, Brendan and Casey discuss what this type of market means for investors. While driving home the point that it is normal to see different areas of the market, like large […]

There have been a lot of economic questions lately, specifically whether or not the Federal Reserve will raise interest rates. We got some clarity this week on their plan of action. With so much emphasis on this meeting and the economy as a whole, Tom, Brendan and Casey share their thoughts on it all in […]

In this week’s podcast, Casey and Brendan further their discussion on retirement withdrawal strategies. They discuss a recent piece of research that indicates the 4% rule for retirement might be out of date. Tune in to find out how stock market valuations affect retirement plans and what retirees can do if they have to withdraw […]

In this week’s podcast, Brendan and Casey discuss retirement withdrawal strategies. They highlight the different levers that can be pulled. And how making adjustments to spending can have a larger impact on “success rates” than portfolio changes. This podcast drives home our point that financial planning is a process and not a one time event. […]

In this week’s podcast, Tom, Brendan and Casey discuss why a move in retirement is not a silver bullet that fixes high cost of living. What lifestyle your investments have to support is THE BIGGEST factor in the retirement equation. Moving in retirement is about more than just avoiding income taxes. It requires consideration of […]

In this week’s podcast, Tom, Brendan and Casey discuss the highest inflation reading in over 30 years. The guys share their thoughts on how to best handle inflation from an investing and financial planning standpoint. Nobody likes to pay more for everyday items. Tune in for some practical things you can do (or not do) […]