In my presentations, especially when speaking with new or potential new clients, the question usually comes up, "Why don't more people use technical analysis?" or "Why don't more folks use point and figure charting?" Point and Figure Charting (then called "figuring")...
What Happens When an Annuity Owner Dies?
Most investors are pitched on the "advantages of investing in an annuity", but neglect to find out what happens in the end game. It's not something pleasant to discuss, but what happens when an annuity owner dies? Tom and Brendan cover this frequently asked question...
Puerto Rican Municipal Bonds: A Lesson in Debt Securities
The topic of this week's Mullooly Asset Management podcast came from an industry newsletter we recently read here in the office. You can check out the post here (http://www.investmentnews.com/article/20140422/FREE/140429982). The article is centered around a recent...
Equal Weighted S&P 500 vs Cap Weighted
It may or may not surprise you to hear that since January 1, 2000 the S&P 500 is up 24.59%. However, we bet you're absolutely surprised to hear that during the same time period the equal weighted S&P 500 is up 152.86%. These numbers come to us courtesy of our...
Is Daily Volume Important to ETFs?
Many people are confused about the liquidity of ETFs. That's why we decided to make it the topic of our weekly podcast. Tom and Brendan discuss liquidity and whether or not daily volume is important to ETFs in this week's Mullooly Asset Management podcast. We thought...
High Frequency Trading
On this week's Mullooly Asset Management podcast Tom and Brendan discuss high frequency trading. This topic has been getting tons of coverage this week because of the 60 Minutes episode many people saw on Sunday night (March 30, 2014). The episode featured an...
Making Sure You Don’t Miss Market Run-Ups
Missing a market run-up is not something investors desire. It makes them feel left out, nobody enjoys that feeling. But how do you know when it's time to move money back into the stock market after a big decline, like in late 2008 for example. Tom and Brendan talk...
Trying to Avoid Another 2008
One of the biggest unspoken concerns that investors have is avoiding another 2008. Throw that one in there with "how to know your advisor isn't Bernie Madoff" and "how to not miss a big market run-up" and you've covered the "trifecta". In this week's Mullooly Asset...
Need Income Now But Want Long Term Growth
A problem that many individuals face today is how to get cash flow out of their investments while also growing their money for the long term. Putting an entire portfolio into yield oriented investments doesn't provide the best opportunity for long term growth, in most...
Need More Income: The Search Continues for Investors
It's only the end of February, but a common theme of 2014 (so far) has been investors' desire for more income. They're chasing it more than ever and are hungry for income based investment ideas. In this week's Mullooly Asset Management podcast, Tom and Brendan share...