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What Does “Low Volatility” Mean?
Over the past few years, we've heard more and more about low volatility funds and ETFs. It's not just advisors, brokers, and the financial industry talking about them either. We've had clients ask us what's up with these low volatility investments. That's why Tom and...
Defining Small Cap and Mid Cap Stocks
We've found that most investors can accurately identify large cap stocks. These are the names that get featured in the financial news because they're members of the S&P 500. However, we've seen some confusion when it comes to small cap and mid cap stocks. That's...
Longevity Annuities in Retirement Plans
The Treasury Department released a report this week announcing that investors will now be able to purchase longevity annuities within their retirement plans. By retirement plans they mean 401k's, IRA's, and 403b's. On this week's podcast, Tom and Brendan discuss what...
How Do Orders to Buy Stock Get Filled?
You've probably seen wild images of floor traders yelling and waving at one another before. Do you actually know how orders to buy or sell stock get filled though? A lot of investors don't and that's why Tom and Brendan discuss the process during this week's Mullooly...
Differences Between the NYSE and NASDAQ
It's often taken for granted by those familiar with the stock market, but plenty of people don't know the difference between the New York Stock Exchange and the NASDAQ. There are several, key physical and financial differences in these exchanges that everybody should...
Equal and Cap Weighted Explained Through Congress
If you're interested in learning the difference between cap weighted and equal weighted we have a great analogy that'll help simplify things. Our friends from Dorsey Wright & Associates came up with this analogy and we thought it was really cool, so we featured it...
What is a Money Market Fund?
Do you know what it means when a portion of your account is in the money market? A lot of investors don't and feel silly asking. The funny part is that many people in the financial industry probably don't completely understand either. Tom and Brendan explain the money...
What is P/E Ratio?
You've probably heard market analysts refer to P/E ratio before, but what is it? That's a good question that Tom and Brendan answer during this week's Mullooly Asset Management podcast. They define the term and also give examples that will make it simpler for...
What is the Yield Curve?
The financial industry uses a ton of jargon, and here at Mullooly Asset Management we know that's not always conducive to the average investor's education. In this week's Mullooly Asset Management podcast, Tom and Brendan explain the yield curve in a simple manner....
Understanding C Shares: What You Need to Know
Something that comes up when we speak with new clients is their reason for coming to meet with us. More often than not that reason is because they hardly ever (or never!) hear from their current advisor or broker. Why do these advisors and brokers work so hard to get...
Why Don’t More Folks Use Technical Analysis?
In my presentations, especially when speaking with new or potential new clients, the question usually comes up, "Why don't more people use technical analysis?" or "Why don't more folks use point and figure charting?" Point and Figure Charting (then called "figuring")...
What Happens When an Annuity Owner Dies?
Most investors are pitched on the "advantages of investing in an annuity", but neglect to find out what happens in the end game. It's not something pleasant to discuss, but what happens when an annuity owner dies? Tom and Brendan cover this frequently asked question...
Puerto Rican Municipal Bonds: A Lesson in Debt Securities
The topic of this week's Mullooly Asset Management podcast came from an industry newsletter we recently read here in the office. You can check out the post here (http://www.investmentnews.com/article/20140422/FREE/140429982). The article is centered around a recent...
Equal Weighted S&P 500 vs Cap Weighted
It may or may not surprise you to hear that since January 1, 2000 the S&P 500 is up 24.59%. However, we bet you're absolutely surprised to hear that during the same time period the equal weighted S&P 500 is up 152.86%. These numbers come to us courtesy of our...
Is Daily Volume Important to ETFs?
Many people are confused about the liquidity of ETFs. That's why we decided to make it the topic of our weekly podcast. Tom and Brendan discuss liquidity and whether or not daily volume is important to ETFs in this week's Mullooly Asset Management podcast. We thought...
High Frequency Trading
On this week's Mullooly Asset Management podcast Tom and Brendan discuss high frequency trading. This topic has been getting tons of coverage this week because of the 60 Minutes episode many people saw on Sunday night (March 30, 2014). The episode featured an...
Making Sure You Don’t Miss Market Run-Ups
Missing a market run-up is not something investors desire. It makes them feel left out, nobody enjoys that feeling. But how do you know when it's time to move money back into the stock market after a big decline, like in late 2008 for example. Tom and Brendan talk...
Trying to Avoid Another 2008
One of the biggest unspoken concerns that investors have is avoiding another 2008. Throw that one in there with "how to know your advisor isn't Bernie Madoff" and "how to not miss a big market run-up" and you've covered the "trifecta". In this week's Mullooly Asset...
Need Income Now But Want Long Term Growth
A problem that many individuals face today is how to get cash flow out of their investments while also growing their money for the long term. Putting an entire portfolio into yield oriented investments doesn't provide the best opportunity for long term growth, in most...
Need More Income: The Search Continues for Investors
It's only the end of February, but a common theme of 2014 (so far) has been investors' desire for more income. They're chasing it more than ever and are hungry for income based investment ideas. In this week's Mullooly Asset Management podcast, Tom and Brendan share...
