Wouldn't it be nice to live somewhere that has an average temperature of 75 degrees? Not too hot, not too cold, just right. Here's the problem: Not everywhere with an average temperature of 75 degrees is desirable year round. Hawaii has an average temperature in the...
Our friends at Dorsey Wright and Associates have always maintained that, "It's often about what you don't own", when it comes to returns. Successful investing relies on your ability to select favorable investments, but it also hinges on avoiding poor ones. Relative...
According to many market experts, investors should buy and hold always and forever, right? If you've been told that before you might be surprised to learn that even the S&P 500 changes its holdings every so often. In fact, according to a recent Business Insider...
Here at Mullooly Asset Management, we're a fee-only investment advisory firm. That means we work exclusively for our clients, we don't receive commissions to sell anything. We believe in complete transparency and want our clients to feel comfortable with the...
Earlier this week I voiced some concerns that I have with the brokerage industry and their model of business. Within the same post I also pointed out that many dually registered advisors abuse their quasi-fiduciary status to charge an assets under management fee...
We frequently discuss the differences between brokers and investment advisors here at Mullooly Asset Management. Whether it's in our posts, on our podcasts, or in our videos, you've likely heard our opinion before, and know that we're fee-only investment advisors. To...
On this week's Mullooly Asset Management podcast, Tom and Brendan discuss why load mutual funds don't make sense. To explain what's wrong with load mutual funds, we must first make sure that everybody understands the difference between load and no-load funds. For...
In this week's Mullooly Asset Management video, Tom talks about Master Limited Partnerships. These investments trade like stocks on an exchange and pay out distributions to their shareholders. The current low interest rate environment has attracted many yield...
People are starting to notice that it costs less to fill up their car at the gas station, and it's due to the considerable drop we've seen in oil prices. A story line that's been circulating centers around US fracking and its devastating effects on the price of crude...
A trend that's been taking place for years now is lower overall costs for investors. This is a great thing. Whether we're talking about lower trading commissions at discount brokers or lower cost funds like ETF's, this is generally good news for investors. In fact, we...
