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Investing Decisions: When Should I Sell?
When should I buy? When should I sell? What do I buy? What do I sell? These are the seemingly simple questions that make investing so interesting (and hard). Every investor thinks differently about these questions. And every investor is investing within differing...
Health Insurance During Retirement: Medicare Open Enrollment Begins Oct. 15th
Medicare’s open enrollment period happens once a year between October 15 and December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. As we often say here, financial planning is an ongoing process, not...
Investing Decisions: Should You Follow the Trend?
In this week's podcast episode, the guys discuss making investing decisions and why following the latest and greatest trends might not be the best strategy. They cover everything from historical market context over the last twenty years, to how to construct a...
The Stock Market Doesn’t Have to Make Sense: Apple Edition
With the release of Apple's new iPhone 13, we wanted to take this opportunity to remind folks that the stock market doesn't always do what we think it should. In this week's video, Casey highlights how investor's expectations can often mislead them. Paying attention...
Social Security Has Changed Throughout History
Planning for social security is an important part of building a financial plan. Folks work their entire lives, contributing to social security along the way. And then when it comes time to start taking it, some folks get nervous. “How much can we trust it?” “I heard...
Stock Market Statistics: Context is King
More than half of the stocks in the S&P 500 are down 10%. Doesn't sound too good right? When it comes to stock market statistics, you need to know how they fit into historical context. In this week's video Casey breaks down a recent headline from Bloomberg and...
4 Reasons to Consider Working in Retirement
Working in retirement is the last thing retirees should be thinking about, right?! In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting. Labor force participation among those aged 65-74 is...
Can Expense Ratios Go Any Lower?
Expense ratios for mutual funds and exchange traded funds (ETFs) have been cut in half over the last twenty years. In this week's podcast episode, the guys explain what expense ratios are and why it's so important for investors to pay attention to them. Their...
What Should I Do With My Down Payment Money?
You saved up enough for a down payment and found the perfect house. Unfortunately, in this real estate market, things don't always work out. So now what do you do with the money that was earmarked for a down payment? Do you put it into the stock market? Or just leave...
Compound Interest: The Rule of 72
When it comes to saving for retirement, the power of compound interest should never be underestimated. As we’ve grown accustomed to saying on videos and podcasts, “don’t stop the compounding”. We know we sound like broken records, but compound interest can not be...
8 Months, 8 Stock Market Highs
The stock market (as measured by the S&P 500) has hit a new high in every month so far this year. But when you look under the hood, the average stock isn't doing as well. In this week's podcast, the guys dive into how an index like the S&P 500 can be pulled...
Should I Put My Assets Into a Trust?
A common question we get from folks is whether or not they should put their assets into a trust. We are not attorneys, therefore we don't give legal advice. But we're well versed in the different layers of making decisions like this and are more than willing to walk...
Labor Day 2021: 4 Financial Ways to Better Your Work-Life Balance
With Labor Day approaching, it’s time to start saying our goodbyes to summer. More than just an extra day off of work, it’s important to remember what Labor Day is really meant to celebrate. The first Labor Day holiday was celebrated on Sept. 5, 1882 in New York City,...
Pension Funds are Lowering Expectations
S&P 500 company pension funds have lowered their expected returns 10 years in a row. In this week's podcast episode, we breakdown what's contributing to the lowering of expected returns. And we explain why lower expected returns aren't necessarily a bad thing for...
Saving for Retirement: Catch-up Contributions
In this week's video, Casey discusses a proposed increase to the catch-up contributions for retirement account savers. These catch-up contribution changes being discussed would help "average workers" save more as they get closer to retirement age. Saving more for...
Healthcare Expenses: 4 Numbers Retirees Should Know
Healthcare expenses are usually one of the biggest line items we see when putting together cash flow statements for our clients. The older we get, the higher the likelihood of us, or a loved one, experiencing health issues. Often times, the costs associated with...
Is the Stock Market Overvalued?
In this week's episode, the guys discuss a popular stock market valuation metric, the forward price to earnings ratio. We first explain what the ratio is, what it measures, and how it's used. On a high level, it tells us how a company, or in this case the S&P 500...
Time in the Markets, Not Timing the Markets
In episode 259 of the Mullooly Asset Show, Tom puts numbers behind the phrase "it's about time in the markets, not timing the markets". He illustrates how missing even just a handful of days over twenty years can significantly impact your returns. Be sure to check...
Money in the Right Places: Retiring Before Your 60’s
In this week's episode, the guys discuss why having all your assets tied up in retirement accounts can complicate retiring early. They breakdown why having both pre and post tax assets is so crucial for those in their late 50's and early 60's. They also dive into the...
The Stock Market Doesn’t Have to Make Sense: Zillow Edition
It's no secret the housing market has been hot the last couple of months. One would think that a stock like Zillow ($Z) would be following suit. But the stock market doesn't always act like we think it should. We're not here to tell you why Zillow's stock is behaving...
