Charles Schwab, TD Ameritrade, and You

In Ep. 167 of the Mullooly Asset Show, Tom addresses the new rumors of Charles Schwab purchasing TD Ameritrade, and what brokerage firms merging should mean to the end client.  It’s a person-to-person business, and your relationship with your advisor...
What’s Your Investment Minimum?

What’s Your Investment Minimum?

When it comes to the question, “what’s your investment minimum,” many advisors try to get cute when responding. On one hand, advisers don’t want to set too a high threshold. A high investment minimum may leave some folks left to interpret...
Is the 60/40 Portfolio Dead?

Is the 60/40 Portfolio Dead?

https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_279.mp3Subscribe: Android | RSSIn Ep. 279 of the Mullooly Asset Podcast, Brendan and Tom discuss whether or not the traditional 60/40 portfolio is still a viable option for investors.  They outline what...
Navigating a Down Market Before Retirement

Navigating a Down Market Before Retirement

https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_272.mp3Subscribe: Android | RSSIn Ep. 272 of the Mullooly Asset Podcast, Tim and Tom discuss a handful of different topics like market “bubbles”, Andrew Luck’s retirement, investing...
You’re Allowed to Buy Lattes

You’re Allowed to Buy Lattes

https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_269.mp3Subscribe: Android | RSSIn Ep. 269 of the Mullooly Asset Podcast, Brendan and Tom discuss a handful of topics.  They talk about financial worries that many people have that they really...