2020 has been a chaotic year for people - personally, emotionally, financially, you name it. Don't let your 2020 taxes be chaotic too! In this episode of the podcast, we discussed 10 year-end tax tips to consider during the last 6+ weeks of the year. Show Notes '10...
When you work with a fee-only fiduciary investment advisor, you know that any recommendation or investment decision is 100% in YOUR best interest. In Ep. 330, Tom and Tim discuss the value of a fiduciary during volatile markets like what we've experienced in 2020....
There's an advantage that we all possess, but very few of us rarely use. In this week's podcast, the guys discuss the power of compound interest and why hardly anybody gives it the full time it needs to be really effective. Whether it's ripping up the script because...
If you're going to pay attention to pundits on TV, be sure to pay attention to what they're actually DOING with their own money. In this week's podcast, the guys talk about how professional investors are a large part of the group speculating on hot stocks like Zoom...
In Ep. 327 of the podcast, Brendan, Tom, and Tim discuss market volatility. Whether it's a pandemic, an election, the Fed, trade disputes, earnings reports, or anything else - volatility is a PERMANENT part of the market. It's what you sign up for when you invest in...
In Ep. 326 of the podcast, Tim walks listeners through some recent statistics about how people are preparing for retirement. He dives into when people start, what types of accounts they use, and much more! He also brings up another article about mortgages in...
It's no secret that interest rates are at a historically low rate. But does that mean you should abandon all fixed income and savings accounts with low yields? Absolutely not. In Ep. 325 of the podcast, Brendan and Tim discuss how low interest rates factor into...
In Ep. 324 of the Mullooly Asset Podcast, Brendan and Tim remind listeners that every once in a while stocks CAN go down. It's remarkable how quickly folks forget what happened in the first quarter of 2020, but the "market breather" over the last week or so has been...
Diversification works In Ep. 323 of the Mullooly Asset Podcast, Tim and Brendan discuss how the last few days are a great example of how diversification works for investors. With technology being hit hard recently, having exposure to other areas of the market has...
In Ep. 322 of the Mullooly Asset Podcast, the guys discuss ways to diversify away from stocks and the costs involved. A recent article described diversifying with bonds as a lost cause, but we're not so sure. They also discuss a recent announcement from the Fed and...
