It is astounding how many investors don't know what a fiduciary obligation is. In this video Tom and Brendan talk about fiduciary obligation and what it means. Investment advisers have a fiduciary obligation to their clients. This means that they must exercise...
Sector-Based Investing: How ETF’s Changed the Game Video
This video covers the topic of sector-based investing. Too often investors are distracted from what really matters by "hot stock tips" they hear on major news outlets. The reality of the matter is that the bulk of the risk in investments involves market conditions and...
Mutual Funds: Three Primary Types of Open-End Funds Video
Do you know what the three primary types of open-end mutual funds are? If you answered no don't feel bad. Many investors are in the same boat as you. Tom and Brendan will explain the three types of open-end funds in this week's Mullooly Asset Management video. The...
Annuities: Questions You Should Be Asking
In order to ask the proper questions before getting involved with annuities you should probably understand the three types. Tom and Brendan discuss the three types of annuities in this video, and also cover different questions that you should be asking before putting...
Your 401k Plan: More Choices Due to SDBA’s Video
The vast majority of people with 401k accounts set theirs up years ago and have never made a single change since! If you just read that statement and wondered why it's a big deal then you really need to watch this video. Tom and Brendan discuss why so many investors...
Relative Strength and March Madness Video
Relative strength is one of the tools that we use to decide which funds will give us good returns on our investments. So how does relative strength apply to picking winners in a March Madness bracket? Tom will explain just that in this informational video. Relative...
Dow Jones Making All Time Highs: Is It Meaningful? Video
Tom and Brendan talk about the new highs being made by the Dow Jones Industrial Average every day. Last Tuesday the Dow Jones broke through its former all time high set on October 9, 2007. Since then it has continued to set new highs each day. What do the new highs...
Exchange Traded Funds and Mutual Funds: Both a Basket of Stocks Video
In the Mullooly Asset Management video for this week Tom and Brendan compare and contrast Exchange Traded Funds and mutual funds. Most people are unaware that whether they invest in either a mutual fund or an ETF it means they are investing in a basket of stocks. That...
Retirement Planning: Saving Money is the Biggest Key
In this week's Mullooly Asset Management video Tom and Brendan try to make sense of reactions to a recent Dave Ramsey tweet. In the tweet Ramsey said, "Saving only $100 per month from age 25 to age 65 at 12% growth = $1,176,000. Everyone should retire a millionaire!",...




