Making Predictions for 2023

Making Predictions for 2023

Subscribe: RSSOn this week’s episode of the Mullooly Asset Podcast, Casey, Tim, and Tom discuss price targets for 2023 and the Santa Claus rally.  Almost every large national bank analyst makes a price target at the end of the year for the coming year, but are...
How to Review Your Finances

How to Review Your Finances

As the year wraps up, it’s a best practice to review your finances. One of the main reasons we see folks getting into financial trouble is because they refuse to take stock of where they stand. In a year like 2022, where the stock market has slumped and inflation has...
How Often Should Investors Expect All-Time Highs?

How Often Should Investors Expect All-Time Highs?

In this week’s video, Casey discusses how difficult it’s been for investors to manage their expectations after 2021 and 2022. He shares statistics about how long it’s been since the market has made a new all-time high and how that relates to previous years. It’s...
Taking a Hardship Withdrawal from Your 401(k)

Taking a Hardship Withdrawal from Your 401(k)

In this week’s video, Casey discusses the growing rate of people taking hardship withdrawals from their 401(k) plans. It’s great that folks want to get invested in the market, but it shouldn’t come at the expense of having an emergency fund in a savings account. Tune...
Maximize Your 2022 Charitable Gifting Strategy

Maximize Your 2022 Charitable Gifting Strategy

The end of the year is a great time to consider charitable gifting. If you are feeling generous, want to make a difference in someone’s life, and want to reap potential tax benefits, this is the blog post for you! Before we go any further, when we talk about gifting...