A fantastic article written by Ben Carlson titled, "Some Stocks Don't Come Back" is the inspiration for today's Mullooly Asset Management video. In his article, Ben tells us, "the problem with ‘buy when there’s blood in the streets’ is that sometimes individual stocks...
Nontransparent Active ETFs
We've explained what ETFs (exchange traded funds) are previously on Mullooly Asset Management podcasts. Check out the archives here: https://mullooly.net/tag/etfs/ This week, Tom and Brendan got together to discuss a new type of ETF that's awaiting SEC approval. Money...
Interest Rates, Washington, The Market: Your Cheat Sheet
I've whipped up a cheat sheet for you regarding Interest Rates, Washington, The Market. Print them out and bring them to your next party! Interest Rates: Janet Yellen has given speeches about NOT wanting to raise rates -- as far back as 2009, when she was a Fed...
Interest Rates are Too Low!
A post from Business Insider prompted this week's Mullooly Asset Management video. You can check out the post here: http://www.businessinsider.com/wall-street-is-worried-about-savers-2014-9 The article talks discusses how interest rates are too low for seniors and...
When Will The Fed Raise Rates?
When Will The Fed Raise Rates? We think Janet Yellen has a big problem, and it will likely impact you and the banking system. Yellen, the current Fed Chairperson, knows the US economy is at the point where we ought to seriously consider getting rates off zero. The US...
Things to Know about Private Placements
Ever been offered the "special opportunity" to invest in a private placement? You need to be 100% on guard when being pitched on these types of investments. Tom and Brendan discuss private placements and the essential facts investors must know about them in this...
Floating Rate Funds: How Appropriate Are They?
How familiar are you with bank loan funds? Maybe you've heard of floating rate funds? For the record, most bank loan funds are floating rate funds. They're becoming popular due to the interest rate environment we're experiencing. Many people feel interest rates will...
Target Date Funds: Does One Size Fit All?
Have you ever bought one of those flex fit hats before? Sometimes they fit great, but other times the first gust of wind blows the thing right off your head. We aren't big advocates of this one size fits all approach. When it comes to hats we'd rather have something...
Stepped Up Cost Basis in Joint Accounts
Last week we discussed the cost basis of inherited stock on the Mullooly Asset Management video. If you missed it, check it out here: https://mullooly.net/cost-basis-inherited-stock/7538 That video led to a very good question from one of our viewers. Their question...
What are Alternative Investments?
Do you know what alternatives are when it comes to investments? We've had some questions come in recently about these types of investments, so we figured it would make a great podcast topic. Tom and Brendan discuss what alternatives are and break down the four main...