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Mullooly Asset Management, Inc

Mullooly Asset Management

Fiduciary Fee-Only Financial Planner | Investment Advisor in Wall, NJ

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First Quarter Video Update

March 31, 2014 by Thomas Mullooly

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 have been real estate, gas utilities, and electric utilities. Why have these areas of the market led the way so far? Tom shares his thoughts on that in the video.

We may be seeing some profit-taking from stronger, higher return areas. We could also be seeing advisors and brokers performing reallocation with their clients who may have been in bonds or cash during an overall pretty successful 2013 for stocks. Rather than diving head first into higher beta stocks, they’ve decided to put money into utilities and real estate. These areas are typically less volatile, provide income, and have the possibility of appreciating in value. They’re often seen as a good way to start getting money invested in stocks.

While real estate, electric utilities, and gas utilities have been ahead of the market so far in the first quarter, they are not leaders in our long term picture yet. As we often say, “When the charts change, we will change”.

Make sure to watch this week’s video update to hear more about the first quarter of 2014.

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Filed Under: Stock Market Comments, Videos Tagged With: market conditions

About Thomas Mullooly

Thomas Mullooly is owner and founder of Mullooly Asset Management, Inc. In 2002 Tom opened Mullooly Asset Management, a fee-only investment advisory firm. As an investment advisor, and not a broker, Tom works strictly for his clients. With the help of point and figure charting, Tom builds a realistic game plan for clients.

1971 State Route 34, Suite 102
Wall Township, NJ 07719

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The information on this website and blog do not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. None of the content contained in this website should be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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