Mullooly Asset Management Blog
----------------------------------------------------------------Get The latest resources on money topics that matter
Mullooly Asset Management Blog
----------------------------------------------------------------Get our latest resources on money topics that matter
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What’s Worked in 2020?
It's been a roller coaster year in the markets here in 2020. As we wind down the fourth quarter, it's interesting to look at what areas of the market have performed well and when. In this episode of the podcast, we discuss why those numbers may surprise some...
The Outskirts of Hope
When it comes to investing, how many people live on the outskirts of hope? President Lyndon Johnson first uttered similar words in his State of the Union address in 1964. In declaring the war on poverty, Johnson said, "Unfortunately, too many Americans live on the...
Financial Goals for 2021
There’s just about 6 weeks left in 2020, and it has been a rollercoaster of a year. With how wacky this year has been, it’s easy to get caught up in the moment and forget that 2021 is right around the corner. Now is the time to recap everything that happened in your...
2020 Year-End Tax Tips
2020 has been a chaotic year for people - personally, emotionally, financially, you name it. Don't let your 2020 taxes be chaotic too! In this episode of the podcast, we discussed 10 year-end tax tips to consider during the last 6+ weeks of the year. Show Notes '10...
The Benefit of a Fiduciary in 2020
In 2020, there have been a LOT of opportunities to jump in and out of the market - only to investor's detriment. Having a fiduciary advisor on your side can help investors remain invested through tough markets knowing the advice they're getting is in their best...
How to Simplify Your Financial Life
Retirement isn’t something that materializes overnight. We spend a large amount of time preparing for it, but the worry and anxiety doesn’t automatically disappear. Taking an active role in an attempt to simplify your financial life is crucial to a happy retirement....
The Value of a Fiduciary in Volatile Markets
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....
The Plan Remains the Same Regardless of the News
We could record this video on Monday before the election, and post it today before results are final because the message DOES NOT CHANGE. Regardless of the news, our message stays the same. An election is not a reason to rip up a long-term strategy. ? The Plan Remains...
What is a Stock Split?
Stock splits have been quite popular in the back half of 2020. Plenty of large, publicly traded companies have announced splits over the last few months. Names everybody will recognize – Apple and Tesla just to name a couple. If the high price of these names has...
