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High Interest Annuities May Not Work How You Think They Do
Over the years we've fielded calls from people asking us different variations of this question: "I was offered an 8% guaranteed annuity by my insurance guy and wondered what you thought?". That's why Tom and Brendan decided to discuss high interest annuities on this...
Why Load Mutual Funds Don’t Make Sense
On this week's Mullooly Asset Management podcast, Tom and Brendan discuss why load mutual funds don't make sense. To explain what's wrong with load mutual funds, we must first make sure that everybody understands the difference between load and no-load funds. For...
Oil Crashing: Just Because of Fracking?
People are starting to notice that it costs less to fill up their car at the gas station, and it's due to the considerable drop we've seen in oil prices. A story line that's been circulating centers around US fracking and its devastating effects on the price of crude...
Exchanged Traded Managed Funds Approved by SEC
Back in September, Tom and Brendan discussed the industry push for nontransparent active ETF's (https://mullooly.net/nontransparent-active-etfs/7641). Today they update the situation as it's continued to develop. Eaton Vance received SEC approval to create an exchange...
Consistency is Key When Investing
Being consistent is a critical concept we must learn during life. Setting his recent and questionable financial advice aside, Tony Robbins has said that, "It's not what we do once in a while that shapes our lives. It's what we do consistently". This is 100% accurate....
Stock Market Seasonality
You've almost certainly heard the old stock market adage, "Sell in May and go away". It's existed for decades now, but a lot of investors have no idea where it came from. On this week's Mullooly Asset Management podcast, Tom and Brendan discuss this adage, the topic...
What Does Suze Orman Recommend?
On this week's Mullooly Asset Management podcast, Tom and Brendan discuss an article they recently read. Interestingly enough, the article came from Costco Connection magazine. Not the typical reading material of the Mullooly Asset Management team, but it was a good...
Two Underlying Causes of Bear Markets
With the volatility we've seen this October, Tom and Brendan took the opportunity to examine two underlying causes of bear markets. We experienced a near 10% peak to trough correction in the S&p 500 this month, but it's looking like we're going to finish the month...
Market Update: October 15th 2014
Tom and Brendan normally discuss big picture topics on the Mullooly Asset Management podcast. However, this week they decided that a market update would be best. The current market volatility is what's on everybody's mind. Markets moved lower at the open today. The...
The Current Relative Strength of Small Caps
The small cap swoon has continued into October and we’ve repeatedly heard advisors, the financial media, investors, and clients ask, “Is the run in small caps over?”. If you’d like our opinion at Mullooly Asset here it is: maybe. Not the answer you were looking for?...
Relative Strength and Fantasy Football
When discussing point and figure charts, we've always found that people understand them better when they're compared to something they know. With week 5 of the NFL season about to get underway, we wanted to explain relative strength through a fantasy football analogy....
Nontransparent Active ETFs
We've explained what ETFs (exchange traded funds) are previously on Mullooly Asset Management podcasts. Check out the archives here: https://mullooly.net/tag/etfs/ This week, Tom and Brendan got together to discuss a new type of ETF that's awaiting SEC approval. Money...
Why a Company Would Issue Convertible Bonds
Last week Twitter raised $1.8 billion in a convertible bond issue. Over the last couple of years, many companies have issued convertible bonds as a way of raising capital. Why convertible bonds though? Tom and Brendan discuss during this week's Mullooly Asset...
Things to Know about Private Placements
Ever been offered the "special opportunity" to invest in a private placement? You need to be 100% on guard when being pitched on these types of investments. Tom and Brendan discuss private placements and the essential facts investors must know about them in this...
Things to Remember When Buying a Car
Here's a fact of life: buying a car will be expensive. Don't make it more expensive than it needs to be by ignoring the tips that Tom and Brendan discuss during this week's Mullooly Asset Management podcast. You don't want to neglect these car-related, financial...
The Importance of Retirement Account Beneficiary Forms
We recently discussed retirement account beneficiary forms in our weekly video. We recommend watching it (https://mullooly.net/retirement-account-beneficiary-forms-very-important/7603). In this week's Mullooly Asset Management podcast, Tom and Brendan share two...
Target Date Funds: Does One Size Fit All?
Have you ever bought one of those flex fit hats before? Sometimes they fit great, but other times the first gust of wind blows the thing right off your head. We aren't big advocates of this one size fits all approach. When it comes to hats we'd rather have something...
What are Alternative Investments?
Do you know what alternatives are when it comes to investments? We've had some questions come in recently about these types of investments, so we figured it would make a great podcast topic. Tom and Brendan discuss what alternatives are and break down the four main...
Understand the Risks of High Yield Bonds
Investors looking for income might be drawn to high yield bonds. High yield sounds like exactly what they're looking for. However, their desire for yield often leads them to overlook the many risks that surround these investments. Tom and Brendan discuss the risks...
Are Rising Interest Rates Always Bad for Stocks?
Many people assume that rising interest rates must be a bad sign for stocks. It's not nearly that simple! Tom and Brendan discuss this on the weekly Mullooly Asset Management podcast. A recent article by Barry Ritholtz (which you can find here:...
