3500 Exchange Traded Funds Key Takeaways: ETFs track indices, which have rules for including and excluding companies based on investment objectives The number of ETFs has grown significantly, from about 1,300 in 2014 to 3500 Exchange Traded Funds in 2024 Total assets...
Fed Rate Cuts, the Yield Curve, Social Security Too In this episode of the Mullooly Asset Video and Podcast, the team experiments using Squadcast to record their session. The discussion centers on the upcoming Federal Reserve meeting and the potential interest rate...
Small Caps Show Asset Allocation Key Key takeaways: Small cap stocks had an exceptional run recently, with the Russell 2000 going up 11.5% over 5 trading days - a move that has only happened 32 times in 8700 trading days since 1990. This small cap rally was unexpected...
New ETF Strategy Sparks Immediate Interest Key Take-aways: These new actively managed ETFs use derivatives to create extra income or protect against losses, but didn't exist 4 years ago Over $31 billion has been raised for these new ETFs in the past year Some analysts...
Tax Underpayment Penalties: Podcast #480 Key Take-aways: The podcast discusses the rise in tax underpayment penalties, with the number of filers impacted increasing from twelve million to fourteen million and the amount owed rising from $1.8 billion to $7 billion. The...
Diversification: always having to say "sorry" Key Take-aways: Diversification is crucial in investing and prevents over-reliance on any single asset class. The 60-40 portfolio (60% stocks, 40% bonds) has been declared "dead," multiple times - but continues to be a...
Rate Cuts? Fed Meeting Highlights Key Take-aways: The CPI report on June 12th, 2024, indicates that inflation is slowing down, with month-over-month and year-over-year numbers dropping. The Federal Reserve announced they will keep interest rates unchanged for now,...
Powell: Key Points from May 2024 Federal Reserve Meeting Key Takeaways from Chair Powell and the May 2024 Federal Reserve Meeting: 1. **No Immediate Rate Hikes**: The Federal Reserve has indicated that there are no upcoming rate hikes in the near future. This decision...
How Do You Calculate Household Cash Flow: Expenses are Critical Key takeaways: 1. Understanding net household cash flow, which includes income and expenses, is crucial for financial planning and investment advising. 2. The ability to save significantly affects...
Social Security Break Even - Podcast 475 Casey, Brendan and Tom discuss social security break even analysis in podcast episode 475. The guys also discuss a flow-chart to help folks decide on social security break even points. This is an exercise many people ought to...
