There's a lot of buzz flying around about hot IPO's. On this episode of the podcast, Tim and Tom sit down to discuss all things IPO-related! If you have ever wondered "what exactly is an IPO?", or "am I the type of investor suited for an IPO?", give this episode a...
MAM 181: Never Quit, Even if Homeless – Our Interview with Jessica Baguchinsky
We recently had the pleasure to catch up with Jessica Baguchinsky of Paychex. Jessica is a sales superstar, and if you are trying to grow your business, increase your sales or you're looking to learn how to pull your business (or yourself) up, you ought to listen to...
MAM 180: Our Interview with Christopher Gannatti, WisdomTree
We recently had the pleasure to catch up with Christopher Gannatti, Associate Director of Research with WisdomTree. Based in New York City, WisdomTree Asset Management is the seventh largest ETF provider based on AUM (Assets Under Management). Christopher was...
MAM 179: DOL – Will the Department of Labor Proposed Regulations Go Through?
In episode 179 of the Mullooly Asset Management podcast, we ask if the new Trump Administration will let the Department of Labor Proposed Regulations Go Through?
MAM 178: Floating Rate Bond Funds – Trading Rate Risk for Credit Risk
It's important to remember that eliminating one type of risk almost always results in assuming another when it comes to investing. There are no returns without some degree of risk taking. You'd know that to be true if you were tried out litecoin to bitcoin margin...
Why to Keep a Portfolio Journal
Individual investors and investment advisors alike can benefit from keeping a portfolio journal. Having a handwritten record of past thoughts can be invaluable to our decision-making process in the future. Making financial decisions isn't easy, and neither is giving...

Learning from the Playoff Atmosphere
This is my favorite time of the year to watch sports. The NFL is back in action, but more importantly, October brings us the MLB Playoffs. We're huge baseball fans here at Mullooly Asset Management, and this year is particularly exciting for us because our New York...
Lehman Brothers, Seven years later
This week, we mark the seven-year anniversary of the fall of Lehman Brothers back in 2008. In the podcast, we quickly review how Bear Stearns and Lehman both collapsed from 2007 to 2008. We also remarked how leaders at several banks, brokerage firms, and other...
Trusting a Rules Based Strategy Isn’t Easy
The NFL season is about to get underway. I know I'm anxiously anticipating next Thursday's showdown between the Patriots and Steelers. Can you imagine either of these teams not planning for this matchup? We all know Bill Belichick will have something up his sleeve,...
A discussion on Stop orders, Limit orders and Market orders
On the podcast, recorded Wednesday August 26, 2015, Tom, Tim and Casey had a discussion on basics: Stop orders, Limit orders and Market orders.