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Under the Boardwalk: Danger and Risks of MLPs
Do you know what a Master Limited Partnership is? In this week's Mullooly Asset Management podcast Tom and Brendan discuss the risks of MLPs. They explain what Master Limited Partnerships are and share a recent example of how risky these investments can sometimes be....
Labor Department Reviewing 401k Brokerage Windows
In this week's Mullooly Asset Management podcast, Tom and Brendan discuss the brokerage window option that some investors have in their 401k plans at work. Haven't heard of a brokerage window before? How about a self-directed brokerage option? The two terms refer to...
401k to IRA Rollovers: Recent Media Scrutiny
In this week's Mullooly Asset Management podcast, Tom and Brendan discuss some recent scrutiny of 401k to IRA rollovers. When somebody leaves a company, via retirement or for other reasons, they are left with a decision: what do I do with my 401k plan? A recent...
Dow Jones Industrial Average: Why the Volatility So Far in 2014?
Over the first few weeks of 2014, the market has seemingly gone down nearly every day. Looking at things a little closer, we can see that the Dow Jones Industrial Average has been sloppy so far this year. However, many of the broader markets haven't been down like the...
Investing Rules of Mullooly Asset Management
It's integral to have investing rules or a belief system in place. In this podcast Tom and Brendan share the investing rules of Mullooly Asset Management. These are the principles and beliefs that provide a basis for how we manage money here at Mullooly Asset. Point...
Buying Low Priced Stocks: Cheap For a Reason
In this week's Mullooly Asset Management podcast Tom and Brendan pick up where they left off last week in their discussion of highly priced stocks. They talked about names like Apple, Google, and Precision Castparts to name a few. These expensive stocks cost a high...
How to Buy Expensive Stocks
Investors want to buy stocks that are successful. One problem with successful stocks is that they can sometimes have high prices. Investors see the high price on the stock, and decide they would be better off buying something less expensive. This doesn't have to be...
Bob Farrell’s Investing Rules Part II
Last week on the Mullooly Asset Management podcast, Tom and Brendan discussed Bob Farrell's Investing Rules. Since Mr. Farrell had 10 total rules to share with us, the podcast was divided into two parts. This is the conclusion of our mini-series on Farrell's investing...
Bob Farrell’s Investing Rules
If you have never heard of Bob Farrell's investing rules, then we highly recommend you take ten minutes to listen to this week's Mullooly Asset Management podcast. In this week's podcast Tom and Brendan discuss five of Bob Farrell's investing rules. These rules (which...
Is the Stock Market at Dangerous Levels? December 2013
Is the stock market at dangerous levels? Investors probably wonder this a lot, and with the Dow Jones Industrial Average up around 16,000 people have been doing just that lately (December 2013). In this week's Mullooly Asset Management podcast Tom and Brendan discuss...
How to Get Money Out of Your Old Retirement Plan
If you've ever retired from or left a job, you know how difficult it can be to get money out of your old retirement plan. All you want to do is take a distribution and roll it over into a new IRA, but that ends up being a lot more work than you anticipated. We have...
How Annuities are Taxed
It's pretty interesting to see that so many investors don't know how annuities are taxed. It's interesting, but not in a good way. This is something that investors should understand before they get involved, however most learn it after they're already locked in. Tom...
Tired of Capital Gains Taxes? ETFs are More Tax Efficient
Are you tired of paying capital gains taxes every year? If so, you are not alone. Most investors probably wouldn't be upset to see them disappear altogether. This week on the Mullooly Asset Management podcast Tom and Brendan have a timely discussion about mutual...
Current Yield vs SEC Yield: Recognize the Difference
There's a fair amount of confusion among investors when it comes to current yield vs SEC yield. Being able to recognize the difference between the two will give you a far better understanding of which bond funds might be worth investing in. In this week's Mullooly...
What is a Conservative Investor?
What is a conservative investor? It depends on who you're asking. There seems to be a difference between what investment advisors and brokers believe is a conservative investor and what investors believe being conservative means. There are three basic types of...
Should You Have an Annuity Inside an IRA?
A lot of investors want to know if they should have an annuity inside an IRA. In almost all cases, putting a tax deferred investment, like an annuity, into an IRA is a dumb idea. Tom and Brendan explain more about why you shouldn't put an annuity inside an IRA in this...
Will I Ever Retire? Many Fear They Won’t
A lot of Americans have the same question when it comes to their plans for later in life. They want to know, "Will I ever retire?". There are a large number of people who simply don't believe they will anymore. Tom and Brendan discuss this concerning financial topic...
Why Wall Street Rarely Says Sell
Wall Street analysts have a lot of different ratings for stocks. In this week's podcast Tom and Brendan take a look at why Wall Street rarely says sell. The conversation mainly revolves around a recent article found on MarketWatch, which you can find here. The article...
Stock Market Myths You Should Stop Believing
In the last few years, it seems as though many investors have begun taking some stock market myths very seriously. In this week's Mullooly Asset Management podcast, Tom and Brendan address two stock market myths that have become prevalent. Mark Hulbert recently wrote...
What To Do With Your Retirement Account When Leaving a Job
It's a big decision deciding what to do with your retirement account when leaving a job or retiring, and many people don't know that they have several options. Tom and Brendan discuss these options in this week's Mullooly Asset Management podcast. There are four clear...
