Making "all-in" or "all-out" decisions in the market hardly ever works. In this episode, Tom explains why most long-term investors would benefit more from a 70/30 stock/bond allocation. https://www.youtube.com/embed/Xpj0kjCw1QU All-In / All-Out Doesn't Work -...
A phrase we've adopted here in the office is "Semper Gumby". It's taken from the popular US Marine Corps motto "Semper Fi" that means 'always faithful', but in this case it means 'always flexible'. We don't know what the world and the market is going to throw at us...
In Ep. 227 of the Mullooly Asset Show, Tom gives viewers a strong message for 2021: focus on what you can control financially. There is PLENTY that goes on each day out of our control, but we can control a few VERY important things in our own financial lives. Show...
This week, Tom addresses the 2021 market projections you'll see over the next few weeks. If 2020 taught us anything, it's that NOBODY knows what will happen in the next year. These projections are purely entertainment, and should NOT be taken seriously. Show Notes...
In this week's episode, Tom stresses the importance of a firm financial foundation. That starts with knowing your monthly numbers. If you don't know how to figure out your numbers, we can help you! ? A Firm Financial Foundation - Transcript Tom Mullooly: In episode...
In Ep. 223 of the Mullooly Asset Show, Tom addresses the popular question: will I have enough money for retirement? In our office, that's one of the most common questions. He addresses the challenges of retiring at the Jersey Shore, asks folks what their current...
In the spirit of Giving Tuesday, this week Tom highlights a new "above the line" tax deduction created by the CARES Act in 2020 tied to charitable giving! It may not be a big deduction, but every bit helps! Check out the video below for more information: ? Show...
In this week's episode, Tom walks through how to talk to your adult kids about your estate. Talking about estate planning is awkward and never fun, but clearly communicating your wishes is very important. ? Show Notes 'What to Tell Your Adult Kids When Planning Your...
In 2020, there have been a LOT of opportunities to jump in and out of the market - only to investor's detriment. Having a fiduciary advisor on your side can help investors remain invested through tough markets knowing the advice they're getting is in their best...
We could record this video on Monday before the election, and post it today before results are final because the message DOES NOT CHANGE. Regardless of the news, our message stays the same. An election is not a reason to rip up a long-term strategy. ? The Plan Remains...
