Mullooly Asset Management

A recent article in the New York Times outlined an F.B.I. investigation into a Pennsylvania pension plan that took some BIG risks in alternative investments. In this podcast, Tom and Tim break down where the trustees went wrong, and why alternative investments can be so dangerous. Show Notes ‘F.B.I. Asking Questions After a Pension Fund […]

It’s one thing to buy an investment because it’s “going up a lot”, but do you actually have an investment plan? In this week’s episode of the podcast, the guys discuss the importance of having an actual plan. Without a plan, it can be really difficult to gauge success and know when to make buy/sell […]

One late-blooming economic side effect of the pandemic is a growing global shortage of computer chips. This shortage has started to impact the car industry and other technology companies across the globe. So what does this actually mean for those semiconductor stocks and the economy in general? Tom, Tim, and Brendan break it down for […]

Yesterday the market dropped after news of a proposal to increase capital gains tax rates. Today, the market is market to normal, but what is it about these market pain points that get everyone on edge? In this podcast, Tim and Tom discuss a few different market pain points and outline why a proposal is […]

In this week’s podcast, the guys discuss a few stories that confirm we have reached the ‘silly stage’ of day trading stocks. From a deli in New Jersey with a market cap of $100 million, to tax problems for Robinhood users, the day trading boom is reaching new heights. The guys focus in on some […]

Last month marked 35 years in the business for Tom. First as a broker, and now as an advisor here at Mullooly Asset Management for almost 20 years. Tim and Tom use this episode to walk through 4 evergreen lessons Tom has picked up along his journey in the industry. 4 Lessons from 35 Years […]

It’s been one full year since the bottom of the “Corona Crash” last March. Tim and Brendan discuss how that could’ve been a generational buying opportunity for investors. They also discuss how difficult it is to successfully pick stocks, and have the numbers to back it up! Show Notes ‘Started From the Bottom’ – Nick […]

If the US economy is setting up for a nice recovery in 2021, why are some large cap technology stocks acting a little shaky? Has this happened before? In this podcast, Tom shares insight from similar economic environments in the 1960’s and 80’s when the stock market and economy did NOT move in tandem. Technology […]

It’s been 365 days of the COVID-19 pandemic, and the market has experienced nearly every aspect of a full market cycle. Including a recession. In this podcast, the guys discuss what happened over the last year and how figuring out ways to completely “side step” recessions is futile. It’s more important to build a portfolio […]

This week has been a reminder that stocks CAN go down, and it’s okay! Pullbacks never feel good. In this week’s podcast, the guys discuss why the strategy doesn’t change whether it’s a 5% pullback or 30% pullback. They talk about what’s going on currently in the market, and what it means for your investments. […]

This time of year, identity theft can lead to tax scams. In this podcast, the guys discuss how to recognize fake attempts to contact you from “the IRS” and what to keep your eyes open for this tax season. They also discuss Social Security myths, annuity fees, and round 2 of the GameStop craze. Show […]

College prices have been on the rise for the better part of the last four decades. But what do students actually end up paying compared to the “sticker price”? In this podcast, the guys discuss the issues surrounding the price of college. They also discuss how bonds have been reacting to the recent rise in […]

Day trading has become a “hobby” for a lot of folks. However, there are tax ramifications that come along with trading that people may not be anticipating. In this podcast, Tom and Tim discuss the importance of asset location and understanding tax consequences of trading. Show Notes ‘How to Get a Refund Advance Loan’ – […]

What has been going on with GameStop this week? This is the big question on everyone’s mind. In this week’s podcast, Tom and Tim dig into the details about short-selling, trading stocks in margin accounts, hedge funds risk management, and how GameStop ties in. Show Notes ‘What is Short Selling?’ – Mullooly Asset Show Short-Selling, […]

Mullooly Asset Management has been in business since 2002, but our process of how we work with our clients has changed over the years. In this podcast, Tom outlines our financial planning and investment management process as it stands today. He tells listeners what they can expect from start to finish, and what it’s like […]

2020 was a strange year for the market. In this week’s podcast, we look at the market rotation that took place in the second half of the year that not many people paid attention to. We go through what worked this year, and how things line up for 2021. Show Notes ‘Updating My Favorite Performance […]

In the first episode of 2021, the guys discuss the changing landscape in Washington and how it could potentially impact folks financially. If 2020 taught us anything, it’s that we don’t know how the market will react to any headline story. Focus on what we can control, and let’s make 2021 a great year! Show […]

A lot has transpired over the last 12 months, both in everyone’s personal lives and the financial markets. We’ve shared some really important messages with our clients this year via the Mullooly Asset Podcast. These are messages that applied to the current year, but are truly evergreen. This week, we wanted to reflect back on […]

In this week’s episode of the podcast, Casey joins the show. He comes on the podcast to talk with Tom about a recent press release from the SEC about proposed rule changes for advisors. They break down the current rules for advisors and brokers in terms of marketing and advertising, and explain the possible benefits […]

In this week’s podcast, the guys discuss a recently filed complaint against Robinhood. Day trading apps have become more popular in 2020, but far too many individuals simply don’t know the dangers involved with this casino-like platform. Investing is not a game. It should not be fun, and anyone who convinces you it is fun […]

Following a Yahoo Finance article from Dave Ramsey, the guys weigh in on 10 personal finance tips.  While Ramsey speaks to the masses, the guys take some of the one-line advice and add some context, nuance, and personalization to it.  It’s called personal finance for a reason, right? Show Notes ‘Dave Ramsey Says Beware of […]

If 2020 has taught us anything, it’s that price targets for the following year are really just guesses.  At best they’re entertainment and at worst they’re harmful nonsense to individual investors.  Nobody could’ve predicted the events of 2020, and surely nobody could’ve predicted the market’s reaction to those events.  Our advice for 2021: stop trying […]

The stock market and the economy have been almost disorienting this year in 2020.  It’s been a polarizing year, and we still have a few weeks to go.  In this podcast, Tom and Tim discuss the current state of the stock market alongside the economy.  The Dow Jones hit 30,000 for the first time ever […]

It’s been a roller coaster year in the markets here in 2020.  As we wind down the fourth quarter, it’s interesting to look at what areas of the market have performed well and when.  In this episode of the podcast, we discuss why those numbers may surprise some investors. Show Notes ‘The Worst Thing You […]

2020 has been a chaotic year for people – personally, emotionally, financially, you name it.  Don’t let your 2020 taxes be chaotic too! In this episode of the podcast, we discussed 10 year-end tax tips to consider during the last 6+ weeks of the year. Show Notes ’10 Tax Planning Steps to Take Before New […]