You can't take a swim without getting wet. I recently finished reading Professor Scott Galloway's, The Four. If a deep dive into Amazon, Apple, Facebook, and Google sounds intriguing to you, definitely check the book out. I'm actually going to relate a passage from...

Escaping the Financial “Upside Down”
Last Friday, Netflix released the highly anticipated Stranger Things 2. In the show a group of middle schoolers start to investigate the disappearance of one of their friends, Will Byers. Their investigation leads to the discovery of some dark secrets. Most...

The Battle vs. The War
During the American Revolutionary War, the British Army and the American colonists faced off in the Battle of Bunker Hill. After plenty of combat, the Americans retreated, so technically, the British army won the battle. However, they endured far more casualties than...
1987 and Perspectives About Your Investment Lifespan
Thirty years ago on this day, the Dow Jones plunged by 22.6% in a single trading session. 508 points. As a young broker at the time, I was there and took panicking phone calls. But now, thirty years after the event, I'd like to share a few points: I'm still here. ...
Time for a Correction in the Market?
A client wrote in and asked, "Do you think the market is due for a correction?" Here was my reply: Short answer: Are we due for a correction? Probably. Longer answer: Let’s start with defining the term “correction.” A correction is usually a 5-10% pull-back in the...
Practicing Mental Skills
Reading up on how other people have invested their money has taught me many lessons. There are a few common themes to lifelong investing success that keep popping up. The importance of a holistic financial plan, diversifying your portfolio, keeping costs as low as...

Lessons Learned After Two Years in the Business
I started working full-time for Mullooly Asset Management a little over 2 years ago. I graduated college with some basic knowledge about the stock market and was eager to learn more as my career started. As they say, the best way to learn anything is by doing it....

Break the Wheel
Game of Thrones is one of the most popular shows on TV. I was a little late to the game, but hopped on the bandwagon in 2016 and haven't looked back. One of my favorite moments from the show was an exchange between Daenerys Targaryen and Tyrion Lannister....

Go Where Nobody Else Will
When trying to identify competitive advantages in life, we often look at the issue straight on. For example, we could outsmart our peers, be more creative than them, have better information, or just get luckier. All are possible, but may not be feasible or within our...
The MLB All-Star Game & Investment Choices
The results from the first round of the MLB All-Star game voting were released this past week. When people think of an “all-star”, it makes sense to think the best players in the league would earn the right to represent their organization in the game. However, over...