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Ep. 222: Facebook, Market Anomalies, Wells Fargo & more
Show Notes 'Facebook Stock Drops Roughly 20%' - MarketWatch 'The Fate of the Stock Market for 2018 Could Rest on the Next Couple Days' - MarketWatch 'How to Predict the Next Market Downturn' - MarketWatch 'They All Fall Down' - Michael Batnick - The Irrelevant...
Ep. 221: Fixed Annuities, Wealth Transfers, & the Gig Economy
In Episode 221 of the Mullooly Asset Podcast, Brendan and Tom talk about fixed annuities, the ever-present transfer of wealth between generations, how to manage cash flows when working in the "gig economy" and much more! If you've got a question that you would like...
Ep. 220: Down Payments, Passive Funds, Earnings Buzz
Show Notes 'Renters, This Is How Many Years It takes to Save Up for a Down Payment on a Home' - MarketWatch 'The Investor Fever for Passive Funds is Cooling in 2018' - The Wall Street Journal 'Earnings Surprises: The Stock Market's Worst-Kept Secret' - Jason Zweig -...
Ep. 219: Retirement Planning, Casual 401(k) Advice, Trade Jitters & more
Show Notes 'The Single Most Important Retirement Strategy' - MarketWatch '15 Way to Make More Money in Your 401(k)' - MarketWatch 'Trade Jitters Knock Nearly 500 Points Out of Dow, Putting Benchmark on Track for Worst Day Since April' - MarketWatch 'NFL Star Turned...
Ep. 218: Junk Bonds, Probabilities, Netflix Dominance and more
Show Notes 'Junk Debt is Outdoing its Peers' - The Wall Street Journal 'U.S. Recession Chances are Creeping Higher' - The Wall Street Journal 'Germany Will Win the World Cup, UBS Says After 10,000 Simulations' - Bloomberg 'Why Size Alone Won't Help Old Media Beat...
Ep. 217: Changes in the Dow, Rolling Recessions, Internet Sales Tax & more
Show Notes 'GE Booted From the Dow, Replaced by Walgreens' - CNBC 'Masters in Business: Dr. Ed Yardeni' - Ritholtz 'Supreme Court Widens Reach of Sales Tax for Online Retailers' - The New York Times 'How to Play Rising Interest Rates Based on Your Age' - CNBC 'Supreme...
Ep. 216: Social Security, Finance Professionals, Replacing Debt with More Debt
Ep. 216: Social Security, Finance Professionals, Replacing Debt with More Debt - Transcript Tom Mullooly: Welcome to the Mullooly Asset Management podcast. This is episode number Cleveland, area code for 216, back from my cold calling days in the '80's where I learned...
Ep. 215: Bryan Colangelo, Quarterly Earnings, Mobile Payments & more!
Show Notes 'Bryan Colangelo Resigns From 76ers After Twitter Scandal' - The Wall Street Journal 'Amazon Scores Rights Deal for English Premier Soccer League' - The Wall Street Journal 'Buffett, Dimon Team Up to Curb 'Unhealthy Focus' on Quarterly Earnings' - The Wall...
Ep. 214: Buying vs. Renting, Kevin Durant, Annualizing Returns
Show Notes 'Italy Sparks Global Fear of Fresh Euro Crisis' - The Wall Street Journal 'For Oil Prices, Political Risk Dwarfs the Dollar' - The Wall Street Journal 'As Global Growth Loses Steam, U.S. Investors Find There's No Place Like Home' - The Wall Street Journal...
Ep. 213: Emerging Markets, Trade Wars, Small Caps & more
In Ep. 213 of the Mullooly Asset Podcast, Brendan and Tom break down this week's headlines. They talk about the rising dollar, and what affect it MIGHT have on Emerging Markets. They also talk about the myth of small cap performance spilling over into large cap...
Ep. 212 – Broker Profits, Elder Fraud, Pensions & more!
In Ep. 212 of the Mullooly Asset Management Podcast, Brendan and Tom discuss some headlines that caught their eye in the last few weeks. They talk about how investors will be able to see a broker's profits made from bond sales. They also discuss the idea of...
Ep. 211 – Forecasting, the US Dollar, Bond Funds, & more!
In Ep. 211 of the Mullooly Asset Management Podcast, Brendan and Tom discuss this week's headlines. They talk about CEO's salaries, specifically the CEO from Under Armour. They discuss how the oil rally "took forecasters by surprise", and what you can REALLY use...
Ep. 210: What You Need To Know About Estates
In Ep. 210, Tom talks about estates. Dividing up an estate can be a sometimes messy topic, especially among family members. Tom outlines what happens if you are named as an executor to the estate, what a normal and customary executor's fee could be, how inheritance...
Ep. 209: Fiduciary Rule Nearing the End?
In Ep. 209 of the Mullooly Asset Podcast, Tom talks about the Department of Labor Fiduciary Rule, and if it is going to actually be implemented or not. He also talks about the importance of understanding the fiduciary responsibility your investment advisor SHOULD...
Introducing ‘Living with Money’, SEP IRA’s, 401(k)’s, & more
Time Stamps: 3:47 - "What's the best thing to do with excess wealth at age 30?" 7:15 - "Can I still open a 401k if I'm already retired?" 9:43 - "What are the benefits of rolling over a 401k into an IRA if I'm not working?" 13:13 - "As a newly eligible employee at a...
Simple IRA’s, Retirement Allocations, & Tim’s Cliche New Year’s Joke
Time Stamps: 2:00 - "What allocation strategy do you recommend for those approaching retirement?" 7:45 - "I inherited an IRA that was passed down two different times. Do I qualify for a five year disbursement?" 11:13 - "Where should I move my 401k account from my past...
Why the New York Mets Need a Financial Planner
Show Notes 'Mets Analysis: Wilpons Need to Be More Transparent About Payroll, Offseason Moves' - Marc Carig - Newsday Why the New York Mets Need a Financial Planner - Transcript Tim Mullooly: Welcome back to the podcast. This is episode number 206 of the Mullooly...
Bitcoin: What Investors Need to Know
Show Notes: 'Be Wary of this Skyrocketing Bitcoin Fund' - Sumit Roy - ETF.com 'The Bitcoin Whales: 1,000 People Who Own 40% of the Market' - Olga Kharif - Bloomberg 'Bitcoin Mania: Even Grandma Wants In On the Action' - The Wall Street Journal (Paywall) Bitcoin: What...
Our Thoughts on Bitcoin, Emergency Funds, & More
Time Stamps: 1:52 - 'How should I invest my emergency funds so that I keep earning interest on it?' 5:49 - 'If I have a 401K through my company, can I also invest in an exchange traded fund, or ETF through a broker?' 11:00 - Our thoughts on Bitcoin Show Notes...
Market Crashes, Student Debt, & Old 401(k) Plans
Time Stamps: 1:04 - "Where should I move my 401(k) gains before the bull stock market ends in preparation for a market crash?" 6:07 - "How should I approach paying off my student debt?" 8:43 - "What is the best way to pay off graduate school debt using my 401(k)?"...
