Asset Management

Investors put money into the markets so they can fund their goals later in life. Having money in the market is difficult for some (most) people to do on their own, that’s why people hire investment advisers. Not all investment advisers use the same strategies and approaches to deal with the risks of investing. In this section we cover what it is like to work with an adviser, some strategies for successful investing and many other topics to help you navigate your way through investing.

Here are some of our most recent articles:

  • Big Brokers Don’t Like Index Funds

    October 9, 2019
    In Ep. 161 of the Mullooly Asset Show, Tom talks about why many big brokerage firms aren’t allocating money into index funds for their clients.  It brings up the ever-important conversation of knowing whether your advisor, or broker, is a fiduciary. ? Show Notes ‘Wall Street Brokers Missed the Index-Funds Memo’ – The Wall Street Journal Big Brokers Don’t ...
  • Economic Indicators Send Mixed Messages

    February 21, 2019
    Interpreting economic indicators has spawned a huge industry in finance. Being able to “read the tea leaves” and forecast which way housing prices (and housing sales) are headed give some the belief they can tell when the economy is tipping over. Well, at least it worked in 2007. But very few listened. The problem with economic ...
  • The Contrast Effect: Making the Same Things Feel Different

    January 25, 2019
    The wise Yogi Berra once said that, “Baseball is 90% mental; the other half is physical”. Aside from a Hall of Fame career, Berra is best known for his entertaining “Yogi-isms”. Despite Yogi’s questionable math, baseball is indeed mental. Coincidentally, it was Berra’s teammate who invented one of baseball’s most mental tools. Yogi Berra’s fellow Yankee ...
  • Earnings Forecasts and You

    January 10, 2019
    Earnings forecasts are a risky tool in our bag.  There was a story in Bloomberg this morning (January 10, 2019) discussing how “profit forecasts are being cut like it’s 2009” I have a few thoughts on earnings forecasts, and then we will get to where this affects me and you. 1. Companies have to determine whether their ...
  • Why to Take Notes

    January 1, 2019
    In 2018, I tried something new – taking notes while reading. On the front page of my notebook, I kept a running list of the books I read. From there, I wrote down thoughts as I progressed. I organized my thoughts by book and chapter. This process proved to be simple enough that I was able ...
  • It Doesn’t Have To Be This Way

    December 21, 2018
    Fear seems to be spreading through the stock market like the stomach bug in a McDonald’s ball pit. Bear market? Recession? Down arrows? Big red numbers? Collapse? These are scary words that trigger strong emotional responses, primarily fear. Money is our HOW. Money is our ability to achieve our dreams. It’s our means to an end. ...
More Posts