A lot of investors who have been sold annuities believe that it doesn't matter what happens in the market because they've been guaranteed a specific rate of return. When it comes to the guarantees of most deferred annuities there are a couple of things you should keep...
Recently there's a been a lot of curiosity about the strong second quarter turned in by the bond market. Tom discusses two theories that may explain the bond market's second quarter. These are, of course, just theories because nobody ever discloses their personal...
We recently read a post on the Wall Street Journal about big investors who have missed out on the stock market rally of the last five years. The article talked about endowments from colleges and universities and corporate pension plans. Ten years ago the average...
Have you ever wanted to know whether a stock traded on the NASDAQ or New York Stock Exchange? There's a simple way to determine which exchange a stock trades on. While it's not always correct, more often than not you can tell which exchange a stock belongs to by...
Tom and Brendan recently discussed equal and cap weighted indexes on the podcast. Through use of an analogy, they explained that the House of Representatives is like a cap weighted index and the Senate is like an equal weighted index. In today's video you'll learn...
To follow up from last week's podcast, Tom put together a quick video explaining why money market fund rates are so low. After 2008, the SEC changed some rules that dictate the type of securities allowed to be held in money market funds. Some of the key requirements...
In our most recent podcast, Tom and Brendan discussed the yield curve. We've found that the average investor usually doesn't understand what brokers, advisors, or financial media members are talking about when they refer to the yield curve. If you missed that podcast...
We recently discussed different ways that investors can own mutual fund shares. Most mutual funds have A shares, B share, and C shares. We noted that B shares and C shares usually include 12b-1 fees. Many investors don't know what these fees are or do but are confused...
Keeping the theme with our podcast from last week (take a listen here if you haven't already), Tom talks about the S&P 500's two different forms. Many people don't know that the S&P 500 is a cap weighted index, meaning the stocks with the largest market...
Today is the final day of the 2014's first quarter. In this week's Mullooly Asset Management video update Tom talks about what happened this quarter. The S&P 500 is going to finish the first quarter basically flat. We've seen that the strongest areas of the market...
