Mullooly Asset Management has been in business since 2002, but our process of how we work with our clients has changed over the years. In this podcast, Tom outlines our financial planning and investment management process as it stands today. He tells listeners what...
2020 was a strange year for the market. In this week's podcast, we look at the market rotation that took place in the second half of the year that not many people paid attention to. We go through what worked this year, and how things line up for 2021. Show Notes...
In the first episode of 2021, the guys discuss the changing landscape in Washington and how it could potentially impact folks financially. If 2020 taught us anything, it's that we don't know how the market will react to any headline story. Focus on what we can...
A lot has transpired over the last 12 months, both in everyone's personal lives and the financial markets. We've shared some really important messages with our clients this year via the Mullooly Asset Podcast. These are messages that applied to the current year, but...
In this week's episode of the podcast, Casey joins the show. He comes on the podcast to talk with Tom about a recent press release from the SEC about proposed rule changes for advisors. They break down the current rules for advisors and brokers in terms of marketing...
In this week's podcast, the guys discuss a recently filed complaint against Robinhood. Day trading apps have become more popular in 2020, but far too many individuals simply don't know the dangers involved with this casino-like platform. Investing is not a game. It...
Following a Yahoo Finance article from Dave Ramsey, the guys weigh in on 10 personal finance tips. While Ramsey speaks to the masses, the guys take some of the one-line advice and add some context, nuance, and personalization to it. It's called personal...
If 2020 has taught us anything, it's that price targets for the following year are really just guesses. At best they're entertainment and at worst they're harmful nonsense to individual investors. Nobody could've predicted the events of 2020, and surely nobody...
The stock market and the economy have been almost disorienting this year in 2020. It's been a polarizing year, and we still have a few weeks to go. In this podcast, Tom and Tim discuss the current state of the stock market alongside the economy. The Dow Jones hit...
It's been a roller coaster year in the markets here in 2020. As we wind down the fourth quarter, it's interesting to look at what areas of the market have performed well and when. In this episode of the podcast, we discuss why those numbers may surprise some...
