by Casey Mullooly | Aug 6, 2018 | Commentary
I was recently diagnosed with Chronic Myeloid Leukemia (CML). There are good and bad parts of CML. Good Treatable with a daily pill called a TKI. It’s not quite chemotherapy, but it’s pretty powerful stuff. TKI’s were discovered in 2001. Before...
by Thomas Mullooly | Jan 30, 2018 | News, Asset Management, Commentary, Stock Market Comments
As I’m writing this post, the Dow Jones is down 300 points. Yesterday, January 29th, the Dow was down 177 points. Let’s keep this all in perspective. Our friends at Dorsey Wright & Associates remind us the market typically generates a 5% pullback...
by Casey Mullooly | Dec 20, 2016 | Asset Management, Commentary
I recently passed my Series 65 to become an IAR, Investment Adviser Representative. When taking the practice exams it was sometimes difficult to separate what I thought was the best answer and what was the right answer for the exam. This became very clear in the...
by Casey Mullooly | Dec 14, 2016 | Financial Planning, Commentary
There has been an ongoing debate about whether the Trump administration will repeal the Department of Labor rule implementing a fiduciary standard for all retirement accounts. Whether the new administration repeals the rule, waters it down or delays the start date;...
by Thomas Mullooly | Nov 20, 2016 | Commentary
Over at Get Rich Slowly, Franziska Castillo tackles a hot topic: Household Budgets! The first step to making a household budget is understanding your monthly expenses. These days, there are many apps available to help you track your expenditures. Once this is...
by Thomas Mullooly | Nov 20, 2016 | Commentary
Mike Piper, over at Oblivious Investor, discussed Social Security and Inflation Adjustments recently. Mike wrote that inflation-related adjustments to security come in two forms: one based on earnings history and the other based on retirement or disability benefits....
