by Casey Mullooly | Aug 12, 2022 | Blog, Podcasts
Subscribe: RSS In this week’s podcast, Brendan, Tim and Casey discuss the most recent economic headlines including this week’s inflation reading, last week’s jobs report and Q2 earnings. The guys highlight a theme that’s been apparent...
by Casey Mullooly | Jul 28, 2022 | Blog, Podcasts
Subscribe: RSS “If my required minimum distributions are 5% of my account, does that mean my account will be empty in 20 years?” In this week’s podcast, Tom and Casey debunk this common misconception by explaining the math behind required minimum...
by Casey Mullooly | Jul 21, 2022 | Blog, Podcasts
Subscribe: RSS A recent horror story came out about how over 1 million teachers have been misled about the amount of fees they’ve been paying in their retirement accounts. In this week’s podcast, Tom and Casey discuss what other options teachers have and...
by Casey Mullooly | Jul 14, 2022 | Blog, Podcasts
Subscribe: RSS Margin investing, or taking on debt to invest, is very risky. It always seems to gain popularity during market peaks. And make matters worse on the way back down. In this week’s podcast, Tom and Casey discuss some recent events in the...
by Casey Mullooly | Jul 8, 2022 | Blog, Podcasts
Subscribe: RSS It’s often said that the stock market looks forward, while economic data looks in the rearview mirror. The stock market reacts to what it thinks is going to happen. While the economic data represents what has already happened. It is not uncommon...
by Casey Mullooly | Jun 30, 2022 | Blog, Podcasts
Subscribe: RSS In this week’s podcast, Tom and Casey discuss how crucial communication is for the investment advisor-client relationship. We take a different investment approach when money is needed in the short-term vs. growing it over the long-term....
