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3500 Exchange Traded Funds Key Takeaways: ETFs track indices, which have rules for including and excluding companies based on investment objectives The number of ETFs has grown significantly, from about 1,300 in 2014 to 3500 Exchange Traded Funds in 2024 Total assets...

Fed Rate Cuts, the Yield Curve, Social Security Too In this episode of the Mullooly Asset Video and Podcast, the team experiments using Squadcast to record their session. The discussion centers on the upcoming Federal Reserve meeting and the potential interest rate...

Small Caps Show Asset Allocation Key Key takeaways: Small cap stocks had an exceptional run recently, with the Russell 2000 going up 11.5% over 5 trading days - a move that has only happened 32 times in 8700 trading days since 1990. This small cap rally was unexpected...

New ETF Strategy Sparks Immediate Interest Key Take-aways: These new actively managed ETFs use derivatives to create extra income or protect against losses, but didn't exist 4 years ago Over $31 billion has been raised for these new ETFs in the past year Some analysts...

Tax Underpayment Penalties: Podcast #480 Key Take-aways: The podcast discusses the rise in tax underpayment penalties, with the number of filers impacted increasing from twelve million to fourteen million and the amount owed rising from $1.8 billion to $7 billion. The...

Diversification: always having to say "sorry" Key Take-aways: Diversification is crucial in investing and prevents over-reliance on any single asset class. The 60-40 portfolio (60% stocks, 40% bonds) has been declared "dead," multiple times - but continues to be a...

Rate Cuts? Fed Meeting Highlights Key Take-aways: The CPI report on June 12th, 2024, indicates that inflation is slowing down, with month-over-month and year-over-year numbers dropping. The Federal Reserve announced they will keep interest rates unchanged for now,...

Powell: Key Points from May 2024 Federal Reserve Meeting Key Takeaways from Chair Powell and the May 2024 Federal Reserve Meeting: 1. **No Immediate Rate Hikes**: The Federal Reserve has indicated that there are no upcoming rate hikes in the near future. This decision...

How Do You Calculate Household Cash Flow: Expenses are Critical Key takeaways: 1. Understanding net household cash flow, which includes income and expenses, is crucial for financial planning and investment advising. 2. The ability to save significantly affects...

Social Security Break Even - Podcast 475 Casey, Brendan and Tom discuss social security break even analysis in podcast episode 475.  The guys also discuss a flow-chart to help folks decide on social security break even points.  This is an exercise many people ought to...

The Great Crash of 1979 Key Take-aways from the Great Crash of 1979: 1. Paul Volcker dramatically changed the direction of the US economy by focusing on controlling inflation, rather than maintaining full employment. 2. Volcker's secret Federal Reserve meeting on...

Keeping Things Simple - Podcast Episode 473 Key Take-aways: Charlie Munger convinced Warren Buffett to shift from "buying fair businesses at wonderful prices" to "buying wonderful businesses at fair prices," significantly impacting Berkshire Hathaway's success. Munger...

February 2024 Market Commentary - Podcast Episode 472 Key Take-aways: Market volatility has increased recently, with a likelihood of weakness in late February and March, which is a common seasonal trend. The "sell in May and go away" theory suggests that historically,...

When Will the Fed Lower Rates - Podcast Episode 471 1. The Federal Reserve raised the federal funds rate from near zero in March 2022 to between 5.25% and 5.50% by July 2023, and as of February 2024, they are not in a hurry to lower rates. 2. It typically takes six to...

New York Community Bank and the Federal Reserve, podcast episode 470 Key takeaways from podcast episode #470: The Federal Reserve decided to hold interest rates steady after their meeting on January 30th and 31st, 2024. The Fed's policy statement suggested that the...

Direct File Online - File Taxes for Free Key take-aways: 1. High tax payments may not be the fault of the accountant but could be due to insufficient withholding or estimated payments by the taxpayer. 2. Accountants are not infallible; consistent mistakes or IRS...

Junk Fees and the Fiduciary Rule Podcast Episode #468: - The Department of Labor unveiled its latest version of the fiduciary rule in October 2023, which has been subject to several changes over a nearly ten-year period. - The fiduciary rule mandates that advisors...

Mortgage Rate Mirage - Podcast Episode #467 - People often brag on social media about their low mortgage rate.  But there's a thread on Twitter about someone who might lose their house for taking a lower mortgage rate. - The mortgage payment for these folks every...

401k Loan - Podcast Episode 466 Key Takeaways: - The podcast episode discusses an article from 401(k) Specialist, and sponsored by Principal Financial Group, which aims to debunk myths about 401k loans, suggesting that they may not be as negative as commonly...

Podcast Episode 465 Economic Data - December 2023 - Are you ready to dissect the economy's vital signs? In this podcast, episode #465, we take you on a deep dive into the economy's pulse.  We examine economic indicators that shape the current landscape. The recent...