Mullooly Asset Management

In Ep. 305 of the Mullooly Asset Podcast, Tom, Brendan and Tim discuss the merits of gold as a diversifier in your portfolio.  Does it actually work?  Is it good at keeping up with inflation compared to stocks and bonds?  Is it worth the risk? They also discuss the situation many colleges and universities are […]

In Ep. 304 of the podcast, Brendan and Tim discuss the oil markets, how people can get exposure to oil, if NOW is the time to be adding exposure, and the risks involved with trying to day trade commodities.  They also discuss the dangers of credit cards in an economic crisis, and the importance of […]

In Ep. 303 of the podcast, Tom, Brendan, and Tim discuss using actions of legendary investors like Warren Buffett as buy/sell indicators for your own portfolios.  While there is a lot to learn from these investors, trying to compare the financial decisions they make to your own portfolio might not be the best thing to […]

In Ep. 302 of the Mullooly Asset Podcast, Brendan, Tom and Tim discuss a handful of topics.  Brendan shares some statistics about how often to check your account.  The less often you check, the better the chances are of seeing a higher number.  They also discuss trying to avoid market panic and not compounding mistakes […]

In Ep. 301 of the Mullooly Asset Podcast, Brendan, Tom and Tim discuss the common question floating around the office: is now the right time to pick certain stocks?  There are so many unnecessary risks involved with choosing individual stocks and bonds, and the guys walk through them.  They also discuss the hierarchy of taking […]

In milestone Ep. 300 of the podcast, Brendan, Tom and Tim sit down to discuss “stress-adjusted” returns.  Brendan lays out a hypothetical nightmare scenario of someone who retires right before the Lehman collapse and subsequent market sell-off in 2008, and how the returns after a handful of years are exceptional if you stayed on track. […]

In Ep. 299 of the Mullooly Asset Podcast, Tom, Brendan, and Tim discuss questions they’ve been fielding from clients about the game plan moving forward.  They discuss what’s happened in the markets, the emotions seen and felt by everybody, and where we stand today. The Game Plan From Here – Transcript Tom Mullooly: Welcome to […]

In Ep. 298 of the Mullooly Asset Podcast, Brendan and Tom take a few minutes to talk to worried investors.  We’ve been getting a lot of calls from people worried about the markets, and rightfully so.  However, as they point out, now might not be the best time to do making changes to your investment […]

In Ep. 297 of the Mullooly Asset Podcast, Tom talks about the uncertainty surrounding the markets over the last few weeks.  He goes over a couple of sensational headlines from the news to demonstrate just what’s been going on lately. Show Notes ‘US Airlines Won’t Need Bailout Despite Coronavirus Woes’ – The New York Post […]

In Ep. 296 of the Mullooly Asset Podcast, Tom takes a few minutes to address the coronavirus, the market sell-off from this week, and what it means for people’s risk tolerance.  It’s one thing to want to be “aggressive” in an up market, but few people are really comfortable with what that means in a […]

In Ep. 295 of the Mullooly Asset Podcast, Tom talks about a handful of important topics.  He discusses new change to the Kiddie Tax, how to think about and interpret market futures, and the implications of the Morgan Stanley/E-Trade acquisition. Show Notes ‘Morgan Stanley is Buying E*Trade, Betting on Smaller Customers’ – The Wall Street […]

In Ep. 294 of the Mullooly Asset Podcast, Tom talks about what happens to your old 401(k) account from your previous job(s).  An article from Forbes highlights how people lose money, or don’t do the right thing, when they leave old 401(k)’s behind or cash them out after leaving a job. Show Notes ‘There is […]

In Ep. 293 of the Mullooly Asset Podcast, Brendan and Tom discuss avoiding the effects of lifestyle creep when you get a raise, whether or not we are overdue for a recession, and more! Show Notes ‘Do Recessions Need to Happen?’ – Cullen Roche – Pragmatic Capitalism ‘Putting the Next Market Downturn Into Perspective’ – […]

In Ep. 292 of the Mullooly Asset Podcast, Brendan and Tom identify the ONE definite reason that makes stocks go up and down before diving into a few great articles from this week.  Be sure to check the show notes to find the charts they discuss later on in the episode! Show Notes ‘Asset Allocation […]

In Ep. 291 of the Mullooly Asset Podcast, Tom walks us through a letter he received from his accountant that outlines a handful of things to consider before getting your taxes done for 2019.  When it comes to doing your taxes, you definitely DON’T want to rush it, and you definitely DO want to be […]

In Ep. 290 of the Mullooly Asset Podcast, Brendan and Tom discuss price targets for 2020, what weight they actually hold, what exactly “reliable” indicators are, and how long you should plan on working. Show Notes ‘How Jeffrey Gundlach’s Predictions for 2019 Turned Out’ – Bloomberg ‘Investors, Revel in Your Ignorance’ – Wall Street Journal […]

In Ep. 289 of the Mullooly Asset Podcast, Tom addresses what happened in the market in 2019, and what we should realistically expect in 2020.  He talks about what past markets have looked like after big up years, and why it’s not a great idea to change your investment allocation solely based on what happened […]

In Ep. 288 of the Mullooly Asset Podcast, Brendan and Tom discuss the building blocks of investing.  There is a hierarchy of questions and topics that need to be answered before you pick the investments that go into your account, and we outline them here for you! Show Notes ‘How Do Your Financial Priorities Stack […]

In Ep. 287 of the Mullooly Asset Podcast, Brendan and Tom discuss 2020 market forecasts, why they aren’t helpful, and why it’s important not to hang your hat on other people’s predictions.  Nobody can predict the future, but for some reason people expect “market experts” to try. Show Notes ‘The Ultimate Market 2020 Playbook’ – […]

In Ep. 286 of the Mullooly Asset Podcast, the team discusses a handful of important topics surrounding retirement.  From planning for retirement, knowing how much risk you need to take with your portfolio, what to do if a bear market hits right before you retire, and more! Show Notes ‘How Much Risk is TOO Much […]

In Ep. 285 of the Mullooly Asset Podcast, Brendan and Tom discuss just how long bull markets can go for.  It’s usually a lot longer than most people expect.  They also talk about a new proposed way to pay off student loan debt. Show Notes ‘Rand Paul’s New Bill Would Let Americans Pay Off Student […]

In Ep. 284, Brendan and Tom discuss the often-used phrase “cash on the sidelines”  and how market pundits like to use it as a signal for the market.  They also discuss home prices and the slow generational transfer of property. Show Notes ‘Investment Signals Would Be Great, If They Worked’ – John Rekenthaler – Morningstar […]

In Ep. 283 of the Mullooly Asset Podcast, Brendan and Tom discuss their biggest issue with car loans today.  The length of the loans make monthly payments seem affordable, but really keep the individuals in a never-ending payment schedule costing more than they thought. Show Notes ‘A $45,000 Loan for a $27,000 Ride: More Borrowers […]

In Ep. 282 of the Mullooly Asset Podcast, Brendan and Tom look at claims made by famous market callers who claimed “armageddon” was coming for the market.  What would have happened to your investments if you had listened to them at the time? Show Notes The Consequences of Listening to the Armageddonists, 2010-2019 Investing Armageddon […]

In Ep. 281 of the Mullooly Asset Podcast, Brendan and Tom discuss the upcoming Presidential election in 2020 and what it should mean for your portfolio.  Should you make changes based on who wins or loses?  They also discuss estate planning for college students, and a hierarchy of stock market losses. Show Notes ‘Morgan Stanley […]