Brendan was recently quoted in an article on U.S. News about risk tolerance questionnaires. You can find the link below, but Brendan made the point about keeping the answers of somebody's questionnaire in the context of a comprehensive financial plan. That way the...
A couple times a week, the guys here at Mullooly Asset get together for a morning meeting. While talking a certain situation in the office, Brendan said "sometimes clients don't understand they pay us for the QUALITY of our decisions, not the QUANTITY." I couldn't...
Episode #187 of the Mullooly Asset Podcast is up and running on our site. I talk with Tom in this episode, and together we answer some questions that were sent to us from Investopedia. We cover topics ranging from saving money for your children, rolling over...
The MLB trade deadline is fast approaching, and my beloved Mets seem to be in the midst of a lost season. Hopefully they can pull off some smart trades in the next week or so, and get some useful pieces for the future. The trade deadline approaching put an idea in...
If you ask someone who isn't a professional in this industry about the stock market, they will almost undoubtedly reference Facebook, Apple, Netflix, or Google. As we in the industry like to call them: FANG (Some people like to throw Amazon in for FAANG, whatever.)...
Over the past couple weeks, we've been trying to highlight the differences between ETFs and mutual funds in our work. Yesterday, Tom posted a blog post that sums up everything we've been thinking. You can find the link to the article below. Here's what I've been...
It feels like time and time again the same conversation is had with clients and potential clients. When it comes to financial planning, it really comes down to that second word: planning! Sometimes the looks on people's faces make it seem like we tell them never to...
Last week Casey published an extremely important article on our blog. He talks about the questions everyone should ask BEFORE working with a financial advisor. Choosing an advisor is a big decision, and sometimes clients don't give it the time and consideration it...
One of the biggest things, as a 24 year old millennial, I struggle with on a daily basis is how to communicate to my friends the importance of saving money. Every single one of my friends complains that they have no money, yet they're out at the bars 2-3 nights a...
Episode 48 of the Mullooly Asset Show was released yesterday. In the episode, Tom talks about the mysteries surrounding passive investing and indexing. There's been a lot of buzz on the two topics recently, and we try to break down what they actually mean. You can...
