When it comes to defining conservative investing, one of the most important questions that needs to be answered is, "What do you want to get out of your investments?". To put it plainly, what's the plan for this money in the future? This is so critical because most of...
Do you already have a variable annuity inside an IRA or are you thinking about buying one? If your answer to either question is yes, you need to watch this video from Mullooly Asset Management because there are some important details you should know about annuities....
Will you be able to retire comfortably someday? Many Americans dream of a happy and financially sound retirement, but a recent survey shows that a growing percentage fear this might be unattainable. In the recent Wells Fargo Middle Class Retirement study some pretty...
Have you ever found it curious that Wall Street analysts almost never recommend selling any stocks? It seems like even the stocks that analysts are lukewarm on get a "hold" rating most of the time. So why is this the case? Tom and Brendan discuss that in this video...
What are some of the biggest stock market myths around right now? Have you heard of the "Halloween Indicator" or "Sell in May and Go Away"? If you haven't that might actually be a good thing because these are both generalizations concocted by the financial media. The...
So you're changing jobs or retiring and want to know what you can do with your retirement account, right? Well, you have four routes you can go. Tom and Brendan discuss the options available to investors when they leave a job or retire in this video. Make sure to...
Most retirement plans offer anywhere from 10 to 20 different mutual funds for employees to invest their retirement savings into. While some offer nice diversity, what are you supposed to do if you don't like the investment choices in your retirement plan? Let's face...
A question that many investors ask their advisor is, "How often should I rebalance my portfolio?". The majority of financial planners, brokers, and investment advisors suggest quarterly rebalancing. However, that might not be the best strategy to invest with. Tom and...
There are some glaring problems with the traditional asset allocation model that investors should be aware of. Financial planners and stock brokers are big advocates of the traditional asset allocation model. Typically they will display the model to clients on a pie...
In this video from Mullooly Asset Management, Tom and and Brendan discuss how to avoid emotional investing. Emotional investing has many forms, but all of them create the same undesirable result. The result is typically poor performance in your portfolio. When it...
