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Should You Trade Because of Elections?
In Ep. 281 of the Mullooly Asset Podcast, Brendan and Tom discuss the upcoming Presidential election in 2020 and what it should mean for your portfolio. Should you make changes based on who wins or loses? They also discuss estate planning for college students, and a...
Decision Making 101: Student Loan Edition
In Ep. 280 of the Mullooly Asset Podcast, we answer a handful of questions surrounding student loans. There has been A LOT of news surrounding the amount of debt people have, whether or not to go to college, how to take out/pay off loans, so we recap everything for...
Is the 60/40 Portfolio Dead?
In Ep. 279 of the Mullooly Asset Podcast, Brendan and Tom discuss whether or not the traditional 60/40 portfolio is still a viable option for investors. They outline what the portfolio is, why "defaults" for investor portfolios aren't ideal, and more! Show Notes...
Let’s Talk About 403(b) Plans
In Ep. 278 of the Mullooly Asset Podcast, Tom and Tim discuss 403(b) plans and some of the unappealing sales practices that get tied along with them. It's important for teachers and other 403(b) participants to know the truth. They also discuss rules of thumb when...
Pros and Cons of Commission-Free Trading
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...
Informational Edges are Extinct
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...
Our Thoughts on 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...
Do You Have a Good 401(k) Plan?
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...
How Hurricanes and Markets are Similar
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...
Navigating a Down Market Before 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...
Markets Don’t Repeat Themselves, But They Often Rhyme
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...
Is Now the 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...
You’re Allowed to Buy Lattes
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...
Gaming the Financial Aid System
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...
Retirement Can Be Longer Than You Think
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...
Capital Gains are GOOD
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...
Does Your Checking Account Pay For Your Hulu?
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...
Don’t Go Chasing Interest Rates
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...
What is Regulation Best Interest?
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...
Lessons From Market Crashes
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...
