Mullooly Asset Management

When you work with a fee-only fiduciary investment advisor, you know that any recommendation or investment decision is 100% in YOUR best interest.  In Ep. 330, Tom and Tim discuss the value of a fiduciary during volatile markets like what we’ve experienced in 2020. Show Notes ‘The Stock Market Doesn’t Care Who Wins’ – Josh […]

There’s an advantage that we all possess, but very few of us rarely use.  In this week’s podcast, the guys discuss the power of compound interest and why hardly anybody gives it the full time it needs to be really effective.  Whether it’s ripping up the script because of an impending Presidential election, or getting […]

If you’re going to pay attention to pundits on TV, be sure to pay attention to what they’re actually DOING with their own money.  In this week’s podcast, the guys talk about how professional investors are a large part of the group speculating on hot stocks like Zoom while also scolding individuals for doing the […]

In Ep. 327 of the podcast, Brendan, Tom, and Tim discuss market volatility.  Whether it’s a pandemic, an election, the Fed, trade disputes, earnings reports, or anything else – volatility is a PERMANENT part of the market.  It’s what you sign up for when you invest in stocks.  Without risk there is no return. They […]

In Ep. 326 of the podcast, Tim walks listeners through some recent statistics about how people are preparing for retirement.  He dives into when people start, what types of accounts they use, and much more!  He also brings up another article about mortgages in forebearance. Show Notes ‘7 Stats on How People Really Save for […]

It’s no secret that interest rates are at a historically low rate.  But does that mean you should abandon all fixed income and savings accounts with low yields?  Absolutely not.  In Ep. 325 of the podcast, Brendan and Tim discuss how low interest rates factor into your portfolio decisions.  They also discuss auto-enrollment into 401(k) […]

In Ep. 324 of the Mullooly Asset Podcast, Brendan and Tim remind listeners that every once in a while stocks CAN go down.  It’s remarkable how quickly folks forget what happened in the first quarter of 2020, but the “market breather” over the last week or so has been a nice reminder that stocks can […]

In Ep. 323 of the Mullooly Asset Podcast, Tim and Brendan discuss how the last few days are a great example of how diversification works for investors.  With technology being hit hard recently, having exposure to other areas of the market has proved to be a smart idea.  Loading up into just one area of […]

In Ep. 322 of the Mullooly Asset Podcast, the guys discuss ways to diversify away from stocks and the costs involved.  A recent article described diversifying with bonds as a lost cause, but we’re not so sure.  They also discuss a recent announcement from the Fed and questions to ask yourself before retirement. Show Notes […]

There’s a lot of noise about how the election could impact your taxes.  We hear a lot of “taxes are going to skyrocket” and “tax hikes are coming”, but for who? And by how much?  In Ep. 321 of the Mullooly Asset Podcast, Brendan and Tom take the emotions out of this political discussion and […]

In Ep. 320 of the Mullooly Asset Podcast, the guys discuss politics and its place in investment portfolios.  Here at Mullooly Asset, our portfolios are not constructed based off of who is in the White House (red or blue).  They also discuss myths about diversification and the US Dollar. Show Notes Re-examining Your Risk Appetite […]

There’s a continuing myth surrounding active management.  They justify higher fees with a promise of outperformance during bear markets.  During this week’s podcast, Tom and Tim discuss the facts surrounding that myth, the unemployment numbers for July, and what electric utility companies need to improve on. Show Notes ‘The Performance of Active Management During the […]

In Ep. 318 of the podcast, Tom and Tim discuss the 2nd quarter GDP numbers that came out this week.  Despite it being widely anticipated, reaction to the number was less than stellar.  What does this mean for the market?  What does it mean for your investments?  Find out in this week’s episode! Making Sense […]

In Ep. 317 of the podcast, the guys discuss incentives from the government to save money, and if we need MORE.  They discuss funding emergency savings accounts, and how 401(k)s have changed over the years as well. Show Notes ‘People Don’t Save Enough for Emergencies, but There are Ways to Fix That’ – Shlomo Benartzi […]

Deciding when to take Social Security is a big decision.  Add a recession and a pandemic into the equation, and things can get messy.  In Ep. 316 of the Mullooly Asset Podcast, Brendan and Tim discuss the different factors playing into your Social Security decision.  They also discuss a new service coming to 401(k) accounts, […]

In Ep. 315 of the Mullooly Asset Podcast, the guys discuss a few key points to remember about unemployment and taxes.  It seems many people don’t realize that their benefits are counted as taxable income, and could surprise people next year around tax time.  They also discuss what serves as a good diversifier for stocks […]

Want to find an investment that gives you all of the market upside with none of the market downside?  Sorry, but in Ep. 314 of the Mullooly Asset Podcast the guys explain why that doesn’t exist.  They discuss annuities, which type of annuity is appropriate, and they also discuss why private equity funds within a […]

The last two economic downturns have been met with unprecedented response from both the Fed and the federal government.  In this episode, the guys discuss the potential ramifications of these government actions, and how (or if) they can be scaled back/what does it mean for future recessions? Show Notes ‘Never the Same’ – Morgan Housel […]

In Ep. 312 of the Mullooly Asset Management, the guys talk about managing risk in retirement.  They talk about finding the right allocation of stocks and bonds, the importance of rebalancing and what that can do for your portfolio, and more! Show Notes ‘Is it Time to Rebalance?’ – Christine Benz – Morningstar ‘5 Ways […]

In Ep. 311 of the Mullooly Asset Podcast, Tom, Brendan, and Tim discuss the idea of “living off of the interest” and not touching your principal in retirement.  In today’s environment, it might not be as feasible as many people think. They also discuss why there is always a reason to sell, or be bearish, […]

In Ep. 310 of the Mullooly Asset Podcast, Tom, Brendan, and Tim discuss the dangers of leverage once again with a great example in The Wall Street Journal.  Leveraged investment products are a great way to go broke really quick.  They also discuss massive market moves in the same year, and the importance of earnings […]

In Ep. 309 of the Mullooly Asset Podcast, Tom, Brendan, and Tim discuss a handful of articles that revert back to one main theme: what is your money actually for?  Figuring out what your money is really for can make investing, saving, and so much more easier! Show Notes ‘Why College Savers Should Stay the […]

In Ep. 308, Tom, Brendan, and Tim discuss how the initial jobless claims number is calculated, why the number is “fluid”, and what – if anything – it means for investors moving forward.  They also discuss the state of the mortgage market, and what low bond yields mean for investors. Show Notes ‘Behind Bond Market’s […]

In Ep. 307 of the Mullooly Asset Podcast, Tom, Brendan, and Tim discuss ridiculous question of “what letter will the economic recovery look like”, and explain why the letter shape matters way less than individual recoveries.  They also discuss oil futures horror stories, piling into gold ETFs, and the thought of tapping retirement accounts or […]

In this week’s episode of the podcast, Tom and Tim discuss the dangers of using leverage in your investment strategy.  While the upside of leverage may seem great, the downside risk is far too great for more individual investors to handle.  They also discuss the unemployment numbers from April and the current state of the […]