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Mullooly Asset Management
20 minutes | Nov 18, 2022
What Lessons Can Investors Learn From the FTX Saga?
In this week’s podcast, the guys talk about what investors can learn from following along with the latest cryptocurrency headlines. These types of stories happen every cycle but some investors never seem to learn that taking massive amounts of risk and leveraging their investments rarely leads to positive outcomes. Keeping things simple and understanding your […]
23 minutes | Nov 9, 2022
Is Getting a Late Start on Retirement Savings Okay?
In this week’s podcast, Tom, Tim, Brendan and Casey discuss starting to save for retirement later in life. The guys cover what you should prioritize, how to set realistic goals and ultimately how you can squeeze a lifetime of savings into a smaller amount of time. If you find yourself getting ready to retire without […]
24 minutes | Nov 4, 2022
The Truth About Alternative Investments
In this week’s podcast, the guys cover alternative investments and peel back the curtain on these difficult to understand investment products. When the market is volatile, like it has been in 2022, these product sales always skyrocket. And the promise of safety allures investors into not fully understanding what it is they are putting their […]
27 minutes | Oct 21, 2022
How Are Millionaires Feeling About Retirement?
In this week’s podcast, Tom, Tim and Casey discuss the eye-popping results of a survey that asked millionaires how they are feeling about retirement. This leads the guys into a broader conversation about changing market dynamics, like fixed income products offering better rates, and what they are seeing underneath the hood of the stock market. […]
24 minutes | Oct 14, 2022
What to Make of the Latest Inflation Reading
In this week’s podcast, Tom, Tim, Brendan and Casey discuss the latest inflation reading and what impact it is having on the stock market. The cost of living adjustment for Social Security was also announced yesterday. The guys break down why this year’s adjustment might feel better than last year’s. The market has been watching […]
18 minutes | Oct 7, 2022
Making Sense of the Latest Move in Interest Rates
Interest rates have an impact on just about every part of our financial lives. And when they move up as quickly as they have in 2022, it causes some major changes. In this week’s podcast, Tom, Tim, Brendan and Casey discuss the impact interest rates have on bond prices. They share some numbers to show […]
21 minutes | Sep 29, 2022
Don’t Expect Investment Returns to Make up for Underfunded Goals
Whether it is pension funds, or individuals saving for retirement, the message remains the same, investment returns cannot make up for a savings shortfall. In this week’s podcast, Tom, Tim, Brendan and Casey discuss the near forced liquidation of some pension funds in the United Kingdom. They breakdown the volatile U.K. bond market and highlight […]
25 minutes | Sep 16, 2022
The Role of Bonds in Your Portfolio
Bonds have been having an outlier year due to rising interest rates so far here in 2022. But has it changed the overall dynamic of stocks and bonds in a portfolio? Brendan, Tim and Casey discuss why bond investors are bailing out, where bond returns come from and whether or not bonds are serving their […]
18 minutes | Sep 9, 2022
Is it Better to Invest Through Recessions or to Avoid Them?
A common misconception amongst investors is that investment returns would be better if they could somehow avoid recessions. But is that actually true? In this week’s podcast, Brendan and Casey settle this debate once and for all. They share historical statistics about investing through past recessions and get in to what these numbers mean for […]
27 minutes | Sep 2, 2022
Watch What Investors Do, Not What They Say
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 always […]
30 minutes | Aug 26, 2022
What Can I Expect My Investments to Earn?
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 returns […]
19 minutes | Aug 19, 2022
Which is Better in Retirement: Higher $ Total or Lower Monthly Expenses?
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 the […]
19 minutes | Aug 12, 2022
Investing is All About Managing Your Expectations
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 right […]
17 minutes | Jul 28, 2022
Required Minimum Distributions Will NOT Drain Your Retirement Account
“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 […]
16 minutes | Jul 21, 2022
Teachers Beware of High Fees in Your Retirement Account
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 their […]
21 minutes | Jul 14, 2022
The Dangers of Margin Investing
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, occur […]
20 minutes | Jul 8, 2022
Does the Stock Market Move Ahead of the Economy?
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 and […]
22 minutes | Jun 24, 2022
What if There is No Recession?
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 things […]
25 minutes | Jun 10, 2022
What Should We Make of Conflicting Economic Data?
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 […]
25 minutes | Jun 3, 2022
What Does Quantitative Tightening Mean?
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, […]
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