On this week's video I discuss the S&P 1500, which is also commonly referred to as the "total stock market". One thing I strongly believe is that investment advisors should never speak over investors' heads. While Tom and I (and other investment advisors, brokers,...
One of the many services we provide to our clients at Mullooly Asset Management is managing the risk in their retirement accounts. We help investors with their 401k accounts, 403b annuities, 457 plans, and IRA's. Last week the IRS announced adjustments to retirement...
In this week's Mullooly Asset Management video, Tom takes a look at the point and figure chart of IBM. IBM reported subpar earnings this morning (October 20, 2014) and also reported paying one of their competitors to take a division off their hands. Not great news....
A fantastic article written by Ben Carlson titled, "Some Stocks Don't Come Back" is the inspiration for today's Mullooly Asset Management video. In his article, Ben tells us, "the problem with ‘buy when there’s blood in the streets’ is that sometimes individual stocks...
A post from Business Insider prompted this week's Mullooly Asset Management video. You can check out the post here: http://www.businessinsider.com/wall-street-is-worried-about-savers-2014-9 The article talks discusses how interest rates are too low for seniors and...
In our morning research meeting today we discussed bull markets and how long they typically run for. A book that discusses this topic in-depth is Unexpected Returns by Ed Easterling. In this week's video, Tom shares a brief history lesson on bull and bear markets. In...
How familiar are you with bank loan funds? Maybe you've heard of floating rate funds? For the record, most bank loan funds are floating rate funds. They're becoming popular due to the interest rate environment we're experiencing. Many people feel interest rates will...
For many investors today, their 401k account, pension plan, or IRA is the largest financial investment they have. Something that often goes overlooked is the beneficiary form of these retirement accounts. Tom is here to explain why neglecting to fill out, update, or...
Last week we discussed the cost basis of inherited stock on the Mullooly Asset Management video. If you missed it, check it out here: https://mullooly.net/cost-basis-inherited-stock/7538 That video led to a very good question from one of our viewers. Their question...
A lot of investors don't know what their cost basis is when they inherit stock from someone who's passed away. Tom put together a short video explaining the answer to this question. When somebody passes away with stock in their portfolio, the first thing that needs to...
