SP1500 Video On this week’s video I discuss the S&P 1500, which is also commonly referred to as the “total stock market”. One thing I strongly believe is that investment advisors should never speak over investors’ heads. While Tom and I (and other investment advisors, brokers, etc.) understand what makes up the S&P 1500, it… [Read More] What Makes Up the S&P 1500 Index?
After the month we’ve experienced here in October 2014, I cannot believe I’m writing that we may see the S&P 500 extend its streak of new monthly all-time highs. Currently (through September 2014) the S&P 500 has reached a new all-time high in 15 straight months! That’s a historically good run. A few weeks ago… [Read More] Historical Halloween Returns
In August of this year, BlackRock did a survey of 4,000 Americans. One of the most interesting things they discovered was surprising to me. According to their survey: “As was true in our 2013 survey, “cash remains king” with almost two-thirds (63%) of all savings and investments held in cash?and most of that in traditional… [Read More] Savers Still Heavily in Cash
Here’s a topic we never grow tired of talking about at Mullooly Asset: the fiduciary standard we have to our clients as registered investment advisors. To refresh your memory a fiduciary has the legal obligation to put your interests ahead of their own or their firm’s. When you work with fiduciary you’re going to get… [Read More] Fiduciary Means a Legal Obligation to Your Best Interests
Not too long ago, Tom and I did a podcast about nontransparent active ETFs. If you missed it, check it out here: https://mullooly.net/nontransparent-active-etfs/7641. Our main question about these potential investments was primarily focused on who they would benefit and how. Yesterday reports surfaced that the SEC shot down BlackRock’s proposal to launch nontransparent active ETFs.… [Read More] No Nontransparent Active ETFs for Now
To say that October 2014 has been volatile so far would be an understatement. This month has awoken dormant nervousness inside many investors. Relatively speaking, October has been much more volatile than any other month of 2014 so far. Ryan Detrick recently shared a great illustration of October’s increased volatility on StockTwits. Today is October… [Read More] October 2014 Increased Volatility