Mullooly Asset Management https://mullooly.net Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Fri, 11 Oct 2019 19:13:57 +0000 en-US hourly 1 https://wordpress.org/?v=5.2.4 https://mullooly.net/wp-content/uploads/cropped-Artboard-2-copyMAM-Shamrock-BlueGreenGradient-07.18.19-32x32.png Mullooly Asset Management https://mullooly.net 32 32 Mullooly Asset Management, Inc. is a Fee Only Investment Advisory firm. We provide our clients with common sense financial planning and investment management. As a Registered Investment Advisor (RIA), we have a fiduciary obligation to our clients. Mullooly Asset Management clean Mullooly Asset Management tpmullooly@gmail.com tpmullooly@gmail.com (Mullooly Asset Management) 2006-2016 Registered Investment Advisor (RIA) in New Jersey Mullooly Asset Management https://mullooly.net/wp-content/uploads/2017/01/MulloolyPodcast.jpg https://mullooly.net TV-G Wall Township, New Jersey Weekly Pros and Cons of Commission-Free Trading https://mullooly.net/mam-277/21184 Fri, 11 Oct 2019 15:09:25 +0000 https://mullooly.net/?p=21184 https://mullooly.net/mam-277/21184#respond https://mullooly.net/mam-277/21184/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 277 of the Mullooly Asset Podcast, Tom and Brendan discuss the recent changes from many brokerage firms to offer commission-free trading.  There are definitely many pros to this development, but there are certainly some cons too.  They also discuss an issue surrounding Social Security benefits as well. Show Notes ‘The Upside of Commission […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-277/21184">Pros and Cons of Commission-Free Trading</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 277 of the Mullooly Asset Podcast, Tom and Brendan discuss the recent changes from many brokerage firms to offer commission-free trading.  There are definitely many pros to this development, but there are certainly some cons too. In Ep. 277 of the Mullooly Asset Podcast, Tom and Brendan discuss the recent changes from many brokerage firms to offer commission-free trading.  There are definitely many pros to this development, but there are certainly some cons too.  They also discuss an issue surrounding Social Security benefits as well. Show Notes ‘The Upside of Commission […] Mullooly Asset Management clean 25:00 Informational Edges are Extinct https://mullooly.net/mam-276/21162 Thu, 26 Sep 2019 19:40:21 +0000 https://mullooly.net/?p=21162 https://mullooly.net/mam-276/21162#respond https://mullooly.net/mam-276/21162/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 276 of the Mullooly Asset Podcast, Tom and Brendan discuss why informational edges in the market are extinct, and anyone who thinks otherwise is deluding themselves.  They also discuss why tethering your ability to retire, or happiness in retirement, to a specific portfolio balance number is a recipe towards being unsatisfied. Show Notes […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-276/21162">Informational Edges are Extinct</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 276 of the Mullooly Asset Podcast, Tom and Brendan discuss why informational edges in the market are extinct, and anyone who thinks otherwise is deluding themselves.  They also discuss why tethering your ability to retire, In Ep. 276 of the Mullooly Asset Podcast, Tom and Brendan discuss why informational edges in the market are extinct, and anyone who thinks otherwise is deluding themselves.  They also discuss why tethering your ability to retire, or happiness in retirement, to a specific portfolio balance number is a recipe towards being unsatisfied. Show Notes […] Mullooly Asset Management clean 28:37 Our Thoughts on Gold https://mullooly.net/mam-275/21152 Fri, 20 Sep 2019 18:47:29 +0000 https://mullooly.net/?p=21152 https://mullooly.net/mam-275/21152#respond https://mullooly.net/mam-275/21152/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>Every so often we hear about gold spiking up in the markets.  We eventually get a few phone calls from folks interested in exploring gold in their portfolios.  We always have the same response.  After seeing an article in Forbes about gold, Brendan and Tom decided it was a good time to broadcast our feelings […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-275/21152">Our Thoughts on Gold</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> Every so often we hear about gold spiking up in the markets.  We eventually get a few phone calls from folks interested in exploring gold in their portfolios.  We always have the same response.  After seeing an article in Forbes about gold, Every so often we hear about gold spiking up in the markets.  We eventually get a few phone calls from folks interested in exploring gold in their portfolios.  We always have the same response.  After seeing an article in Forbes about gold, Brendan and Tom decided it was a good time to broadcast our feelings […] Mullooly Asset Management clean 24:02 Do You Have a Good 401(k) Plan? https://mullooly.net/do-you-have-a-good-401k-plan/21100 Fri, 13 Sep 2019 16:20:27 +0000 https://mullooly.net/?p=21100 https://mullooly.net/do-you-have-a-good-401k-plan/21100#respond https://mullooly.net/do-you-have-a-good-401k-plan/21100/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 274 of the Mullooly Asset Podcast, Brendan and Tom discuss what constitutes a “good” 401(k) plan.  It’s not necessarily having funds that have performed the best over the last few years, but there are other factors that play into the quality of a plan. Show Notes ‘401(k) Investors: Avoid These 20 Mistakes’ – […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/do-you-have-a-good-401k-plan/21100">Do You Have a Good 401(k) Plan?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 274 of the Mullooly Asset Podcast, Brendan and Tom discuss what constitutes a “good” 401(k) plan.  It’s not necessarily having funds that have performed the best over the last few years, but there are other factors that play into the quality of ... In Ep. 274 of the Mullooly Asset Podcast, Brendan and Tom discuss what constitutes a “good” 401(k) plan.  It’s not necessarily having funds that have performed the best over the last few years, but there are other factors that play into the quality of a plan. Show Notes ‘401(k) Investors: Avoid These 20 Mistakes’ – […] Mullooly Asset Management clean 24:21 How Hurricanes and Markets are Similar https://mullooly.net/ep-273/21085 Thu, 05 Sep 2019 18:58:50 +0000 https://mullooly.net/?p=21085 https://mullooly.net/ep-273/21085#respond https://mullooly.net/ep-273/21085/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 273 of the Mullooly Asset Podcast, Brendan and Tom discuss how hurricanes and markets are alike.  With Hurricane Dorian making its way around the east coast, many folks are making projections and predictions on where, when and how hard it will hit.  Sound familiar?  They also discuss what a P/E ratio means, the […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-273/21085">How Hurricanes and Markets are Similar</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 273 of the Mullooly Asset Podcast, Brendan and Tom discuss how hurricanes and markets are alike.  With Hurricane Dorian making its way around the east coast, many folks are making projections and predictions on where, In Ep. 273 of the Mullooly Asset Podcast, Brendan and Tom discuss how hurricanes and markets are alike.  With Hurricane Dorian making its way around the east coast, many folks are making projections and predictions on where, when and how hard it will hit.  Sound familiar?  They also discuss what a P/E ratio means, the […] Mullooly Asset Management clean 24:36 Navigating a Down Market Before Retirement https://mullooly.net/mam-272/21073 Fri, 30 Aug 2019 15:48:59 +0000 https://mullooly.net/?p=21073 https://mullooly.net/mam-272/21073#respond https://mullooly.net/mam-272/21073/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 272 of the Mullooly Asset Podcast, Tim and Tom discuss a handful of different topics like market “bubbles”, Andrew Luck’s retirement, investing scams on dating apps, navigating through a down market as you’re closing in on retirement, and much more! Show Notes ‘Andrew Luck’s Retirement Shows What Happens When You Don’t Fix an […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-272/21073">Navigating a Down Market Before Retirement</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 272 of the Mullooly Asset Podcast, Tim and Tom discuss a handful of different topics like market “bubbles”, Andrew Luck’s retirement, investing scams on dating apps, navigating through a down market as you’re closing in on retirement, In Ep. 272 of the Mullooly Asset Podcast, Tim and Tom discuss a handful of different topics like market “bubbles”, Andrew Luck’s retirement, investing scams on dating apps, navigating through a down market as you’re closing in on retirement, and much more! Show Notes ‘Andrew Luck’s Retirement Shows What Happens When You Don’t Fix an […] Mullooly Asset Management clean 25:20 Markets Don’t Repeat Themselves, But They Often Rhyme https://mullooly.net/ep-271/21010 Thu, 22 Aug 2019 19:31:39 +0000 https://mullooly.net/?p=21010 https://mullooly.net/ep-271/21010#respond https://mullooly.net/ep-271/21010/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 271 of the Mullooly Asset Podcast, Brendan and Tom discuss a couple of interesting articles.  They first discuss what Jim Cramer had to say about trying to time the market based off the yield curve inversions, and then go into a discussion about taking on more debt just because interest rates are low. […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-271/21010">Markets Don’t Repeat Themselves, But They Often Rhyme</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 271 of the Mullooly Asset Podcast, Brendan and Tom discuss a couple of interesting articles.  They first discuss what Jim Cramer had to say about trying to time the market based off the yield curve inversions, In Ep. 271 of the Mullooly Asset Podcast, Brendan and Tom discuss a couple of interesting articles.  They first discuss what Jim Cramer had to say about trying to time the market based off the yield curve inversions, and then go into a discussion about taking on more debt just because interest rates are low. […] Mullooly Asset Management clean 20:54 Is Now the Time to Refinance? https://mullooly.net/ep-270/14562 Fri, 16 Aug 2019 16:43:40 +0000 https://mullooly.net/?p=14562 https://mullooly.net/ep-270/14562#respond https://mullooly.net/ep-270/14562/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 270 of the Mullooly Asset Podcast, Tim and Tom discuss a handful of topics.  The first two have to do with the lower interest rates, and mortgage debt in the US.  With lower rates, it could be a good time to refinance, BUT there are still a handful of variables to consider. Show […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-270/14562">Is Now the Time to Refinance?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 270 of the Mullooly Asset Podcast, Tim and Tom discuss a handful of topics.  The first two have to do with the lower interest rates, and mortgage debt in the US.  With lower rates, it could be a good time to refinance, In Ep. 270 of the Mullooly Asset Podcast, Tim and Tom discuss a handful of topics.  The first two have to do with the lower interest rates, and mortgage debt in the US.  With lower rates, it could be a good time to refinance, BUT there are still a handful of variables to consider. Show […] Mullooly Asset Management clean 21:17 You’re Allowed to Buy Lattes https://mullooly.net/ep-269/14550 Fri, 09 Aug 2019 19:04:34 +0000 https://mullooly.net/?p=14550 https://mullooly.net/ep-269/14550#respond https://mullooly.net/ep-269/14550/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 269 of the Mullooly Asset Podcast, Brendan and Tom discuss a handful of topics.  They talk about financial worries that many people have that they really shouldn’t worry about, myths surrounding the FIRE movement, why buying lattes won’t kill your personal finances if other things are in order, and more! Show Notes ‘4 […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-269/14550">You’re Allowed to Buy Lattes</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 269 of the Mullooly Asset Podcast, Brendan and Tom discuss a handful of topics.  They talk about financial worries that many people have that they really shouldn’t worry about, myths surrounding the FIRE movement, In Ep. 269 of the Mullooly Asset Podcast, Brendan and Tom discuss a handful of topics.  They talk about financial worries that many people have that they really shouldn’t worry about, myths surrounding the FIRE movement, why buying lattes won’t kill your personal finances if other things are in order, and more! Show Notes ‘4 […] Mullooly Asset Management clean 28:54 Gaming the Financial Aid System https://mullooly.net/ep-268/14540 Fri, 02 Aug 2019 17:28:11 +0000 https://mullooly.net/?p=14540 https://mullooly.net/ep-268/14540#respond https://mullooly.net/ep-268/14540/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 268 of the Mullooly Asset Podcast, Brendan and Tom discuss a handful of articles covering topics like how some wealthy parents are trying to game the financial aid system, the IRS tracking down cryptocurrency owners, and more! Show Notes ‘Top 100 Financial Advisors of 2019’ – Investopedia ‘College Financial Aid Loophole: Wealthy Parents […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-268/14540">Gaming the Financial Aid System</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 268 of the Mullooly Asset Podcast, Brendan and Tom discuss a handful of articles covering topics like how some wealthy parents are trying to game the financial aid system, the IRS tracking down cryptocurrency owners, and more! In Ep. 268 of the Mullooly Asset Podcast, Brendan and Tom discuss a handful of articles covering topics like how some wealthy parents are trying to game the financial aid system, the IRS tracking down cryptocurrency owners, and more! Show Notes ‘Top 100 Financial Advisors of 2019’ – Investopedia ‘College Financial Aid Loophole: Wealthy Parents […] Mullooly Asset Management clean 29:34 Retirement Can Be Longer Than You Think https://mullooly.net/ep-267/14532 Fri, 26 Jul 2019 15:10:11 +0000 https://mullooly.net/?p=14532 https://mullooly.net/ep-267/14532#respond https://mullooly.net/ep-267/14532/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 267 of the Mullooly Asset Podcast, Brendan and Tim discuss a couple important articles.  First, they discuss a piece from Ben Carlson outlining just how long retirement can be for some folks, and why outliving your money is a real possibility if you don’t invest accordingly.  Second, they talk about the disappointing story […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-267/14532">Retirement Can Be Longer Than You Think</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 267 of the Mullooly Asset Podcast, Brendan and Tim discuss a couple important articles.  First, they discuss a piece from Ben Carlson outlining just how long retirement can be for some folks, and why outliving your money is a real possibility if... In Ep. 267 of the Mullooly Asset Podcast, Brendan and Tim discuss a couple important articles.  First, they discuss a piece from Ben Carlson outlining just how long retirement can be for some folks, and why outliving your money is a real possibility if you don’t invest accordingly.  Second, they talk about the disappointing story […] Mullooly Asset Management clean 20:50 Capital Gains are GOOD https://mullooly.net/ep-266-2/14524 Fri, 19 Jul 2019 15:09:55 +0000 https://mullooly.net/?p=14524 https://mullooly.net/ep-266-2/14524#respond https://mullooly.net/ep-266-2/14524/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 266 of the Mullooly Asset Podcast, Tim and Tom talk about two interesting articles.  The first talks about why capital gains are a good thing, even though most investors loathe paying tax on them.  The second talks about the SECURE Act.  Tim and Tom discuss what changes are coming, and why they might […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-266-2/14524">Capital Gains are GOOD</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 266 of the Mullooly Asset Podcast, Tim and Tom talk about two interesting articles.  The first talks about why capital gains are a good thing, even though most investors loathe paying tax on them.  The second talks about the SECURE Act. In Ep. 266 of the Mullooly Asset Podcast, Tim and Tom talk about two interesting articles.  The first talks about why capital gains are a good thing, even though most investors loathe paying tax on them.  The second talks about the SECURE Act.  Tim and Tom discuss what changes are coming, and why they might […] Mullooly Asset Management clean 20:00 Does Your Checking Account Pay For Your Hulu? https://mullooly.net/ep-265/14511 Thu, 11 Jul 2019 16:08:59 +0000 https://mullooly.net/?p=14511 https://mullooly.net/ep-265/14511#respond https://mullooly.net/ep-265/14511/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 265 of the Mullooly Asset Podcast, Brendan and Tim discuss a few very interesting articles.  They start off with an article outlining how some banks are offering to pay for your subscriptions like Hulu, Spotify, and Costco to win your checking account business.  They also touch on why it’s still acceptable to buy […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-265/14511">Does Your Checking Account Pay For Your Hulu?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 265 of the Mullooly Asset Podcast, Brendan and Tim discuss a few very interesting articles.  They start off with an article outlining how some banks are offering to pay for your subscriptions like Hulu, Spotify, In Ep. 265 of the Mullooly Asset Podcast, Brendan and Tim discuss a few very interesting articles.  They start off with an article outlining how some banks are offering to pay for your subscriptions like Hulu, Spotify, and Costco to win your checking account business.  They also touch on why it’s still acceptable to buy […] Mullooly Asset Management clean 20:06 Don’t Go Chasing Interest Rates https://mullooly.net/ep-263-2/14499 Wed, 03 Jul 2019 15:41:57 +0000 https://mullooly.net/?p=14499 https://mullooly.net/ep-263-2/14499#respond https://mullooly.net/ep-263-2/14499/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 264 of the Mullooly Asset Podcast, Brendan and Tom discuss the futility of chasing interest rates at banks.  Chasing a rate change of .1% isn’t worth your time, but when is it okay to look to make a switch?  They also discuss certain ripple effects that could happen if certain legislation is enacted […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-263-2/14499">Don’t Go Chasing Interest Rates</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 264 of the Mullooly Asset Podcast, Brendan and Tom discuss the futility of chasing interest rates at banks.  Chasing a rate change of .1% isn’t worth your time, but when is it okay to look to make a switch? In Ep. 264 of the Mullooly Asset Podcast, Brendan and Tom discuss the futility of chasing interest rates at banks.  Chasing a rate change of .1% isn’t worth your time, but when is it okay to look to make a switch?  They also discuss certain ripple effects that could happen if certain legislation is enacted […] Mullooly Asset Management clean 22:47 What is Regulation Best Interest? https://mullooly.net/ep-263/14486 Wed, 26 Jun 2019 18:24:54 +0000 https://mullooly.net/?p=14486 https://mullooly.net/ep-263/14486#respond https://mullooly.net/ep-263/14486/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 263 of the Mullooly Asset Podcast, Tom and Tim discuss all of the ins and outs of the new Regulation Best Interest coming out of Washington for the financial services industry.  What does it mean for advisors/brokers? What does it mean for investors?  Find out in this episode! Show Notes ‘SEC’s New ‘Best […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-263/14486">What is Regulation Best Interest?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 263 of the Mullooly Asset Podcast, Tom and Tim discuss all of the ins and outs of the new Regulation Best Interest coming out of Washington for the financial services industry.  What does it mean for advisors/brokers? In Ep. 263 of the Mullooly Asset Podcast, Tom and Tim discuss all of the ins and outs of the new Regulation Best Interest coming out of Washington for the financial services industry.  What does it mean for advisors/brokers? What does it mean for investors?  Find out in this episode! Show Notes ‘SEC’s New ‘Best […] Mullooly Asset Management clean 21:41 Lessons From Market Crashes https://mullooly.net/ep-262/14478 Wed, 19 Jun 2019 15:46:25 +0000 https://mullooly.net/?p=14478 https://mullooly.net/ep-262/14478#respond https://mullooly.net/ep-262/14478/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 262 of the Mullooly Asset Podcast, Tom and Tim discuss an article from author Jonathan Clements about his experience and takeaways from the last five market crashes.  Tom adds his own perspective on those times in the market, and what the most important lessons were from each. Show Notes ‘What I Learned From […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-262/14478">Lessons From Market Crashes</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 262 of the Mullooly Asset Podcast, Tom and Tim discuss an article from author Jonathan Clements about his experience and takeaways from the last five market crashes.  Tom adds his own perspective on those times in the market, In Ep. 262 of the Mullooly Asset Podcast, Tom and Tim discuss an article from author Jonathan Clements about his experience and takeaways from the last five market crashes.  Tom adds his own perspective on those times in the market, and what the most important lessons were from each. Show Notes ‘What I Learned From […] Mullooly Asset Management clean 26:42 The Benefits of Health Savings Accounts https://mullooly.net/ep-261/14465 Fri, 14 Jun 2019 18:07:31 +0000 https://mullooly.net/?p=14465 https://mullooly.net/ep-261/14465#respond https://mullooly.net/ep-261/14465/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 261 of the Mullooly Asset Podcast, Tom and Tim discuss three important articles.  The first discusses the responsibilities of executors and tax implications in the estate planning process.  The second talks about mutual fund and ETF fees and the gap between the cheapest available versus what people pay in retirement plans.  The last […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-261/14465">The Benefits of Health Savings Accounts</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 261 of the Mullooly Asset Podcast, Tom and Tim discuss three important articles.  The first discusses the responsibilities of executors and tax implications in the estate planning process.  The second talks about mutual fund and ETF fees and the... In Ep. 261 of the Mullooly Asset Podcast, Tom and Tim discuss three important articles.  The first discusses the responsibilities of executors and tax implications in the estate planning process.  The second talks about mutual fund and ETF fees and the gap between the cheapest available versus what people pay in retirement plans.  The last […] Mullooly Asset Management clean 23:50 IPO’s Don’t Fit in Your Financial Plan https://mullooly.net/ep-260/14451 Wed, 05 Jun 2019 14:17:20 +0000 https://mullooly.net/?p=14451 https://mullooly.net/ep-260/14451#respond https://mullooly.net/ep-260/14451/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 260 of the Mullooly Asset Podcast, Brendan and Tom discuss IPO’s like Blue Apron, Lyft, Uber and more and if they have a legitimate place in your serious financial plan.  They also discuss the amount of advice brokers are allowed to give clients, and the topic of dual-registration in the industry. Show Notes […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-260/14451">IPO’s Don’t Fit in Your Financial Plan</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 260 of the Mullooly Asset Podcast, Brendan and Tom discuss IPO’s like Blue Apron, Lyft, Uber and more and if they have a legitimate place in your serious financial plan.  They also discuss the amount of advice brokers are allowed to give clients... In Ep. 260 of the Mullooly Asset Podcast, Brendan and Tom discuss IPO’s like Blue Apron, Lyft, Uber and more and if they have a legitimate place in your serious financial plan.  They also discuss the amount of advice brokers are allowed to give clients, and the topic of dual-registration in the industry. Show Notes […] Mullooly Asset Management clean 21:50 Potential Changes to Your 401(k) https://mullooly.net/ep-259/14441 Fri, 31 May 2019 18:33:26 +0000 https://mullooly.net/?p=14441 https://mullooly.net/ep-259/14441#respond https://mullooly.net/ep-259/14441/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 259 of the Mullooly Asset Podcast, Brendan and Tom talk about some proposed changes to retirement plans making their way through Washington at the moment.  There would be changes to products offered within 401(k) accounts, distribution ages, and more! Show Notes ‘House Passes Bill Making Changes to U.S. Retirement System’ – The Wall […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-259/14441">Potential Changes to Your 401(k)</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 259 of the Mullooly Asset Podcast, Brendan and Tom talk about some proposed changes to retirement plans making their way through Washington at the moment.  There would be changes to products offered within 401(k) accounts, distribution ages, In Ep. 259 of the Mullooly Asset Podcast, Brendan and Tom talk about some proposed changes to retirement plans making their way through Washington at the moment.  There would be changes to products offered within 401(k) accounts, distribution ages, and more! Show Notes ‘House Passes Bill Making Changes to U.S. Retirement System’ – The Wall […] Mullooly Asset Management clean 23:58 Social Security is Not a Bond https://mullooly.net/ep-258/14436 Wed, 22 May 2019 15:06:58 +0000 https://mullooly.net/?p=14436 https://mullooly.net/ep-258/14436#respond https://mullooly.net/ep-258/14436/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 258 of the Mullooly Asset Podcast, Brendan and Tim talk about a few interesting articles from the last few days.  They discuss why Social Security should not be considered the bond portion of your portfolio, a “hidden” cost of 401(k)s, unnecessary monthly subscriptions and more! Show Notes ‘Stop Wasting Money on Unnecessary Monthly […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-258/14436">Social Security is Not a Bond</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 258 of the Mullooly Asset Podcast, Brendan and Tim talk about a few interesting articles from the last few days.  They discuss why Social Security should not be considered the bond portion of your portfolio, a “hidden” cost of 401(k)s, In Ep. 258 of the Mullooly Asset Podcast, Brendan and Tim talk about a few interesting articles from the last few days.  They discuss why Social Security should not be considered the bond portion of your portfolio, a “hidden” cost of 401(k)s, unnecessary monthly subscriptions and more! Show Notes ‘Stop Wasting Money on Unnecessary Monthly […] Mullooly Asset Management clean 22:16 Sunk Costs, Todd Frazier, and Moving On https://mullooly.net/ep-257/14421 Wed, 15 May 2019 15:00:59 +0000 https://mullooly.net/?p=14421 https://mullooly.net/ep-257/14421#respond https://mullooly.net/ep-257/14421/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 257 of the Mullooly Asset Podcast, Brendan and Tom broach the subject of sunk costs.  They start out by discussing the sunk costs of some Mets contracts, like Todd Frazier, and compare it to certain investments/products in a portfolio that need to go. Sunk Costs, Todd Frazier, and Moving On – Transcript Tom: […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-257/14421">Sunk Costs, Todd Frazier, and Moving On</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 257 of the Mullooly Asset Podcast, Brendan and Tom broach the subject of sunk costs.  They start out by discussing the sunk costs of some Mets contracts, like Todd Frazier, and compare it to certain investments/products in a portfolio that need ... In Ep. 257 of the Mullooly Asset Podcast, Brendan and Tom broach the subject of sunk costs.  They start out by discussing the sunk costs of some Mets contracts, like Todd Frazier, and compare it to certain investments/products in a portfolio that need to go. Sunk Costs, Todd Frazier, and Moving On – Transcript Tom: […] Mullooly Asset Management clean 16:55 Un-spinning a Confusing Annuity Pitch https://mullooly.net/ep-256/14416 Wed, 08 May 2019 15:47:14 +0000 https://mullooly.net/?p=14416 https://mullooly.net/ep-256/14416#respond https://mullooly.net/ep-256/14416/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 256 of the Mullooly Asset Podcast, Brendan and Tom talk about a not-so-great pitch for an equity indexed annuity that Tom saw in his LinkedIn feed.  They break down what’s right and what’s wrong in the video, and explain some of the complicated, confusing aspects of annuities. Show Notes Click HERE to watch […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-256/14416">Un-spinning a Confusing Annuity Pitch</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 256 of the Mullooly Asset Podcast, Brendan and Tom talk about a not-so-great pitch for an equity indexed annuity that Tom saw in his LinkedIn feed.  They break down what’s right and what’s wrong in the video, In Ep. 256 of the Mullooly Asset Podcast, Brendan and Tom talk about a not-so-great pitch for an equity indexed annuity that Tom saw in his LinkedIn feed.  They break down what’s right and what’s wrong in the video, and explain some of the complicated, confusing aspects of annuities. Show Notes Click HERE to watch […] Mullooly Asset Management clean 24:39 Why You Don’t Have an Informational Edge Investing Today https://mullooly.net/ep-255/14401 Wed, 01 May 2019 15:10:46 +0000 https://mullooly.net/?p=14401 https://mullooly.net/ep-255/14401#respond https://mullooly.net/ep-255/14401/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 255 of the Mullooly Asset Podcast, Brendan and Tim discuss a few great articles from this week.  They talk about why informational edges rarely exist anymore when it comes to investing, and what James Harden has to do with it.  They also talk about why people care more about shark attacks and stock […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-255/14401">Why You Don’t Have an Informational Edge Investing Today</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 255 of the Mullooly Asset Podcast, Brendan and Tim discuss a few great articles from this week.  They talk about why informational edges rarely exist anymore when it comes to investing, and what James Harden has to do with it. In Ep. 255 of the Mullooly Asset Podcast, Brendan and Tim discuss a few great articles from this week.  They talk about why informational edges rarely exist anymore when it comes to investing, and what James Harden has to do with it.  They also talk about why people care more about shark attacks and stock […] Mullooly Asset Management clean 17:41 Why IPO’s are Just Another Form of Gambling https://mullooly.net/ep-254/14391 Wed, 24 Apr 2019 15:49:18 +0000 https://mullooly.net/?p=14391 https://mullooly.net/ep-254/14391#respond https://mullooly.net/ep-254/14391/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 254 of the Mullooly Asset Podcast, Brendan and Tom talk about the blunders made surrounding the Zoom IPO, and why buying shares of an IPO is really just a different form of gambling your money.  They also discuss a PR nightmare for the robo-advisor at SoFi, and how to reduce some “pain points” […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-254/14391">Why IPO’s are Just Another Form of Gambling</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 254 of the Mullooly Asset Podcast, Brendan and Tom talk about the blunders made surrounding the Zoom IPO, and why buying shares of an IPO is really just a different form of gambling your money.  They also discuss a PR nightmare for the robo-advi... In Ep. 254 of the Mullooly Asset Podcast, Brendan and Tom talk about the blunders made surrounding the Zoom IPO, and why buying shares of an IPO is really just a different form of gambling your money.  They also discuss a PR nightmare for the robo-advisor at SoFi, and how to reduce some “pain points” […] Mullooly Asset Management clean 29:20 A 401(k) Loan is Not an Investment https://mullooly.net/ep-253/14381 Wed, 17 Apr 2019 15:28:09 +0000 https://mullooly.net/?p=14381 https://mullooly.net/ep-253/14381#respond https://mullooly.net/ep-253/14381/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 253 of the Mullooly Asset Podcast, Brendan and Tim discuss a few important topics.  They talk about why a 401(k) loan, though not ALWAYS a bad idea, is not an investment.  They also talk about why finance is so taboo for most people, and when the best time to change an allocation is […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-253/14381">A 401(k) Loan is Not an Investment</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 253 of the Mullooly Asset Podcast, Brendan and Tim discuss a few important topics.  They talk about why a 401(k) loan, though not ALWAYS a bad idea, is not an investment.  They also talk about why finance is so taboo for most people, In Ep. 253 of the Mullooly Asset Podcast, Brendan and Tim discuss a few important topics.  They talk about why a 401(k) loan, though not ALWAYS a bad idea, is not an investment.  They also talk about why finance is so taboo for most people, and when the best time to change an allocation is […] Mullooly Asset Management clean 19:10 How Much Risk is TOO Much Risk For Retirees? https://mullooly.net/ep-252/14372 Wed, 10 Apr 2019 18:35:34 +0000 https://mullooly.net/?p=14372 https://mullooly.net/ep-252/14372#respond https://mullooly.net/ep-252/14372/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 252 of the Mullooly Asset Podcast, Brendan and Tom tackle two very important topics.  They discuss an article written for retirees and pre-retirees about having potentially too much risk in their portfolios.  They also talk about a few common misconceptions between mutual funds and ETFs that they’d like to set the record straight […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-252/14372">How Much Risk is TOO Much Risk For Retirees?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 252 of the Mullooly Asset Podcast, Brendan and Tom tackle two very important topics.  They discuss an article written for retirees and pre-retirees about having potentially too much risk in their portfolios. In Ep. 252 of the Mullooly Asset Podcast, Brendan and Tom tackle two very important topics.  They discuss an article written for retirees and pre-retirees about having potentially too much risk in their portfolios.  They also talk about a few common misconceptions between mutual funds and ETFs that they’d like to set the record straight […] Mullooly Asset Management clean 25:11 A Different Kind of Student Debt https://mullooly.net/ep-251/14356 Wed, 03 Apr 2019 18:15:17 +0000 https://mullooly.net/?p=14356 https://mullooly.net/ep-251/14356#respond https://mullooly.net/ep-251/14356/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 251 of the Mullooly Asset Podcast, Brendan and Tom touch on a number of different topics.  They discuss ‘generational buying opportunities’, saving on housing costs, a different kind of student debt, and effective ways to give money to adult kids. Show Notes ‘Generational Buying Opportunity’ – Douglas A. Boneparth – Bone Fide Wealth […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-251/14356">A Different Kind of Student Debt</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 251 of the Mullooly Asset Podcast, Brendan and Tom touch on a number of different topics.  They discuss ‘generational buying opportunities’, saving on housing costs, a different kind of student debt, In Ep. 251 of the Mullooly Asset Podcast, Brendan and Tom touch on a number of different topics.  They discuss ‘generational buying opportunities’, saving on housing costs, a different kind of student debt, and effective ways to give money to adult kids. Show Notes ‘Generational Buying Opportunity’ – Douglas A. Boneparth – Bone Fide Wealth […] Mullooly Asset Management clean 29:43 Ep. 250: The Best of the Best! https://mullooly.net/ep-250/14348 Fri, 29 Mar 2019 16:14:07 +0000 https://mullooly.net/?p=14348 https://mullooly.net/ep-250/14348#respond https://mullooly.net/ep-250/14348/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 250 of the Mullooly Asset Podcast, we take a look back at some of the best topics from the last 50 episodes.  We hear from Tom, Brendan, and Tim about topics like minimizing student loans, why market timing is futile, the real value of going to college, trying to put your money back […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-250/14348">Ep. 250: The Best of the Best!</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 250 of the Mullooly Asset Podcast, we take a look back at some of the best topics from the last 50 episodes.  We hear from Tom, Brendan, and Tim about topics like minimizing student loans, why market timing is futile, In Ep. 250 of the Mullooly Asset Podcast, we take a look back at some of the best topics from the last 50 episodes.  We hear from Tom, Brendan, and Tim about topics like minimizing student loans, why market timing is futile, the real value of going to college, trying to put your money back […] Mullooly Asset Management clean 25:06 Important Tips for Filling Out the FAFSA https://mullooly.net/ep-249/14334 Fri, 22 Mar 2019 14:59:25 +0000 https://mullooly.net/?p=14334 https://mullooly.net/ep-249/14334#respond https://mullooly.net/ep-249/14334/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 249 of the Mullooly Asset Podcast, Brendan and Tom talk about a couple of important different topics.  They begin by giving some important notes about filling out the FAFSA, talk about a key flaw they found in an experience with a tax preparer, and the importance of hanging on to the lagging funds […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-249/14334">Important Tips for Filling Out the FAFSA</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 249 of the Mullooly Asset Podcast, Brendan and Tom talk about a couple of important different topics.  They begin by giving some important notes about filling out the FAFSA, talk about a key flaw they found in an experience with a tax preparer, In Ep. 249 of the Mullooly Asset Podcast, Brendan and Tom talk about a couple of important different topics.  They begin by giving some important notes about filling out the FAFSA, talk about a key flaw they found in an experience with a tax preparer, and the importance of hanging on to the lagging funds […] Mullooly Asset Management clean 25:47 Ep. 248: Key Information for All Retirees https://mullooly.net/ep-248/14313 Fri, 15 Mar 2019 19:42:30 +0000 https://mullooly.net/?p=14313 https://mullooly.net/ep-248/14313#respond https://mullooly.net/ep-248/14313/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 248 of the Mullooly Asset Podcast, Brendan and Tom talk about a great post from our friend Ashby Daniels.  Ashby collected a handful of really useful, telling charts about retirees and people nearing retirement.  Tom and Brendan add their own two cents on the matter, and make it a conversation all retirees should […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-248/14313">Ep. 248: Key Information for All Retirees</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 248 of the Mullooly Asset Podcast, Brendan and Tom talk about a great post from our friend Ashby Daniels.  Ashby collected a handful of really useful, telling charts about retirees and people nearing retirement. In Ep. 248 of the Mullooly Asset Podcast, Brendan and Tom talk about a great post from our friend Ashby Daniels.  Ashby collected a handful of really useful, telling charts about retirees and people nearing retirement.  Tom and Brendan add their own two cents on the matter, and make it a conversation all retirees should […] Mullooly Asset Management clean 21:05 What is a Safe Withdrawal Rate in Retirement? https://mullooly.net/ep-247/14302 Fri, 08 Mar 2019 16:54:49 +0000 https://mullooly.net/?p=14302 https://mullooly.net/ep-247/14302#respond https://mullooly.net/ep-247/14302/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 247 of the Mullooly Asset Podcast, Brendan and Tom talk about a few articles that touch on the topic of withdrawal rates from retirement accounts.  There are a lot of answers to the question “what is the best withdrawal rate?”  Brendan and Tom try to break it down as simply as possible for […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-247/14302">What is a Safe Withdrawal Rate in Retirement?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 247 of the Mullooly Asset Podcast, Brendan and Tom talk about a few articles that touch on the topic of withdrawal rates from retirement accounts.  There are a lot of answers to the question “what is the best withdrawal rate? In Ep. 247 of the Mullooly Asset Podcast, Brendan and Tom talk about a few articles that touch on the topic of withdrawal rates from retirement accounts.  There are a lot of answers to the question “what is the best withdrawal rate?”  Brendan and Tom try to break it down as simply as possible for […] Mullooly Asset Management clean 20:32 Ep. 246: Is Going to College Really Worth It? https://mullooly.net/ep-246/14291 Fri, 01 Mar 2019 18:35:05 +0000 https://mullooly.net/?p=14291 https://mullooly.net/ep-246/14291#respond https://mullooly.net/ep-246/14291/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 246 of the Mullooly Asset Podcast, Brendan and Tom talk about a handful of topics.  They talk about a recent study that shows the earnings of people who don’t have a college education versus those that do, and how the new tax laws are affecting individuals this year.  Brendan sheds light on the […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-246/14291">Ep. 246: Is Going to College Really Worth It?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 246 of the Mullooly Asset Podcast, Brendan and Tom talk about a handful of topics.  They talk about a recent study that shows the earnings of people who don’t have a college education versus those that do, In Ep. 246 of the Mullooly Asset Podcast, Brendan and Tom talk about a handful of topics.  They talk about a recent study that shows the earnings of people who don’t have a college education versus those that do, and how the new tax laws are affecting individuals this year.  Brendan sheds light on the […] Mullooly Asset Management clean 21:15 Ep. 245: Does Trend Following Work? https://mullooly.net/ep-245/14270 Fri, 22 Feb 2019 17:02:22 +0000 https://mullooly.net/?p=14270 https://mullooly.net/ep-245/14270#respond https://mullooly.net/ep-245/14270/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In 2009 there were probably a lot of headlines that read something like “Why Buy and Hold Doesn’t Work”.  Turns out, 10 years later, that would’ve been the exact worst time to ditch your buy and hold strategy. The previous ten years though?  Trend following looked like the right move.  In Ep. 245 of the […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-245/14270">Ep. 245: Does Trend Following Work?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In 2009 there were probably a lot of headlines that read something like “Why Buy and Hold Doesn’t Work”.  Turns out, 10 years later, that would’ve been the exact worst time to ditch your buy and hold strategy. The previous ten years though? In 2009 there were probably a lot of headlines that read something like “Why Buy and Hold Doesn’t Work”.  Turns out, 10 years later, that would’ve been the exact worst time to ditch your buy and hold strategy. The previous ten years though?  Trend following looked like the right move.  In Ep. 245 of the […] Mullooly Asset Management clean 17:48 Ep. 244: JPM Coin, Repaying Student Loans, Retirement Savings Help https://mullooly.net/ep-244/14246 Fri, 15 Feb 2019 16:39:45 +0000 https://mullooly.net/?p=14246 https://mullooly.net/ep-244/14246#respond https://mullooly.net/ep-244/14246/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 244 of the Mullooly Asset Podcast, Tim and Tom talk about a handful of current financial news.  They discuss the new “crypto” coin from JP Morgan, why 7 out of 10 people feel they will be financially better off next year, new ways to repay student loans, and how the government is trying […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-244/14246">Ep. 244: JPM Coin, Repaying Student Loans, Retirement Savings Help</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 244 of the Mullooly Asset Podcast, Tim and Tom talk about a handful of current financial news.  They discuss the new “crypto” coin from JP Morgan, why 7 out of 10 people feel they will be financially better off next year, In Ep. 244 of the Mullooly Asset Podcast, Tim and Tom talk about a handful of current financial news.  They discuss the new “crypto” coin from JP Morgan, why 7 out of 10 people feel they will be financially better off next year, new ways to repay student loans, and how the government is trying […] Mullooly Asset Management clean 22:41 Ep. 242: Buying Company Stock & Accelerated Mortgages https://mullooly.net/ep-242/14177 Fri, 01 Feb 2019 16:36:52 +0000 https://mullooly.net/?p=14177 https://mullooly.net/ep-242/14177#respond https://mullooly.net/ep-242/14177/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 242 of the Mullooly Asset Podcast, Brendan and Tom talk about buying too much company stock and the concept of “accelerating” your mortgage.  Having too much company stock in your portfolio could be a potentially dangerous thing.  There are many ways to “accelerate” your mortgage payments, some more complex than others.  We break […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-242/14177">Ep. 242: Buying Company Stock & Accelerated Mortgages</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 242 of the Mullooly Asset Podcast, Brendan and Tom talk about buying too much company stock and the concept of “accelerating” your mortgage.  Having too much company stock in your portfolio could be a potentially dangerous thing. In Ep. 242 of the Mullooly Asset Podcast, Brendan and Tom talk about buying too much company stock and the concept of “accelerating” your mortgage.  Having too much company stock in your portfolio could be a potentially dangerous thing.  There are many ways to “accelerate” your mortgage payments, some more complex than others.  We break […] Mullooly Asset Management clean 27:54 Ep. 241: Retirement and the Sequence of Returns https://mullooly.net/ep-241/14141 Fri, 25 Jan 2019 15:09:52 +0000 https://mullooly.net/?p=14141 https://mullooly.net/ep-241/14141#respond https://mullooly.net/ep-241/14141/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 241 of the Mullooly Asset Podcast, Brendan and Tom talk about the sequence of returns in the market and how they can positively, or negatively, affect your retirement.  They tie in some baseball history and talk MLB free agency as well!  Enjoy! Ep. 241: Retirement and the Sequence of Returns – Transcript DISCLAIMER: […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-241/14141">Ep. 241: Retirement and the Sequence of Returns</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 241 of the Mullooly Asset Podcast, Brendan and Tom talk about the sequence of returns in the market and how they can positively, or negatively, affect your retirement.  They tie in some baseball history and talk MLB free agency as well!  Enjoy! In Ep. 241 of the Mullooly Asset Podcast, Brendan and Tom talk about the sequence of returns in the market and how they can positively, or negatively, affect your retirement.  They tie in some baseball history and talk MLB free agency as well!  Enjoy! Ep. 241: Retirement and the Sequence of Returns – Transcript DISCLAIMER: […] Mullooly Asset Management clean 17:15 Ep. 240: Pay Attention to Cash Flows in 2019! https://mullooly.net/ep-240/14107 Wed, 16 Jan 2019 21:32:46 +0000 https://mullooly.net/?p=14107 https://mullooly.net/ep-240/14107#respond https://mullooly.net/ep-240/14107/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 240 of the Mullooly Asset Podcast, Tim and Brendan talk about a few articles that circle around probably the most important topic in personal finance: cash flows!  With the government shutdown affecting hundreds of thousands of people, it’s a great time to emphasize the need for an emergency fund. Show Notes ‘How to […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-240/14107">Ep. 240: Pay Attention to Cash Flows in 2019!</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 240 of the Mullooly Asset Podcast, Tim and Brendan talk about a few articles that circle around probably the most important topic in personal finance: cash flows!  With the government shutdown affecting hundreds of thousands of people, In Ep. 240 of the Mullooly Asset Podcast, Tim and Brendan talk about a few articles that circle around probably the most important topic in personal finance: cash flows!  With the government shutdown affecting hundreds of thousands of people, it’s a great time to emphasize the need for an emergency fund. Show Notes ‘How to […] Mullooly Asset Management clean 21:01 Ep. 239: Tax Withholding, Budgeting, & Tips for 2019 https://mullooly.net/ep-239/14073 Thu, 10 Jan 2019 16:11:49 +0000 https://mullooly.net/?p=14073 https://mullooly.net/ep-239/14073#respond https://mullooly.net/ep-239/14073/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 239 of the Mullooly Asset Podcast, Brendan and Tom talk about important topics for the start of 2019.  They discuss the importance of checking your tax withholding each year, the importance of paying yourself first, and how to determine what to prioritize in your budget. Show Notes ‘Time to Check Your Withholding For […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-239/14073">Ep. 239: Tax Withholding, Budgeting, & Tips for 2019</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 239 of the Mullooly Asset Podcast, Brendan and Tom talk about important topics for the start of 2019.  They discuss the importance of checking your tax withholding each year, the importance of paying yourself first, In Ep. 239 of the Mullooly Asset Podcast, Brendan and Tom talk about important topics for the start of 2019.  They discuss the importance of checking your tax withholding each year, the importance of paying yourself first, and how to determine what to prioritize in your budget. Show Notes ‘Time to Check Your Withholding For […] Mullooly Asset Management clean 18:14 Ep. 238: Understanding Gold, No Bond Apocalypse, Credit Card Points https://mullooly.net/ep-238/14052 Fri, 04 Jan 2019 17:22:07 +0000 https://mullooly.net/?p=14052 https://mullooly.net/ep-238/14052#respond https://mullooly.net/ep-238/14052/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 238 of the Mullooly Asset Podcast, Tom and Brendan break down a couple key topics to start the new year.  First off, they discuss the importance of understanding what gold does in relation to the stock and bond markets.  Second, they address how certain bond aggregates actually ended 2018 flat despite the narrative […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-238/14052">Ep. 238: Understanding Gold, No Bond Apocalypse, Credit Card Points</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 238 of the Mullooly Asset Podcast, Tom and Brendan break down a couple key topics to start the new year.  First off, they discuss the importance of understanding what gold does in relation to the stock and bond markets.  Second, In Ep. 238 of the Mullooly Asset Podcast, Tom and Brendan break down a couple key topics to start the new year.  First off, they discuss the importance of understanding what gold does in relation to the stock and bond markets.  Second, they address how certain bond aggregates actually ended 2018 flat despite the narrative […] Mullooly Asset Management clean 25:25 Ep. 237: Putting 2018 in Perspective https://mullooly.net/ep-237/14016 Thu, 27 Dec 2018 16:28:30 +0000 https://mullooly.net/?p=14016 https://mullooly.net/ep-237/14016#respond https://mullooly.net/ep-237/14016/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 237 of the Mullooly Asset Podcast, Brendan and Tom put the year of 2018 into perspective.  Using a couple of great articles from Charlie Bilello and Ben Carlson, they take what happened in the market this year and place it alongside a handful of previous years in the market for context. Show Notes […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-237/14016">Ep. 237: Putting 2018 in Perspective</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 237 of the Mullooly Asset Podcast, Brendan and Tom put the year of 2018 into perspective.  Using a couple of great articles from Charlie Bilello and Ben Carlson, they take what happened in the market this year and place it alongside a handful of... In Ep. 237 of the Mullooly Asset Podcast, Brendan and Tom put the year of 2018 into perspective.  Using a couple of great articles from Charlie Bilello and Ben Carlson, they take what happened in the market this year and place it alongside a handful of previous years in the market for context. Show Notes […] Mullooly Asset Management clean 21:59