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Investment Advisors and Brokers: Know the Differences
This week on the Mullooly Asset Management podcast Tom and Brendan talk about the big differences that exist between investment advisors and brokers. The first step in understanding the differences between the two comes from knowing what a fiduciary is. Tom explains...
Sector-Based Investing: Stop Focusing on the “Hot Stock”
This week on the Mullooly Asset Management podcast Tom and Brendan discuss sector-based investing. To begin the discussion Tom had a statistic to share from a study done by Professor Benjamin F. King of the University of Chicago. The statistic showed that 80% of the...
Mutual Funds: Understanding the Cost Involved
In this week's Mullooly Asset Management podcast Tom and Brendan talk about mutual funds. The focus of the podcast is open-end mutual funds. These are the most recognized type of mutual funds amongst investors, and are certainly more well known than closed-end funds....
Annuities: Understanding the Three Types
On this week's Mullooly Asset Management podcast the topic is annuities. There are three types of annuities that Tom and Brendan discuss in the podcast. The three types are immediate annuities, fixed annuities, and variable annuities. One thing to keep in mind when...
401k Accounts: More Options Than You Know About
In today's Mullooly Asset Management podcast Tom and Brendan talk about 401k accounts and how they actually have more options than most people are aware of. It seems strange that investors aren't aware of changes happening with 401k accounts, but the information just...
Dow Jones Sets New Record High: What Does That Mean For Us?
This week on the Mullooly Asset Management podcast Tom and Brendan discuss the new high set yesterday by the Dow Jones Industrial Average. The new high broke the previous record set on October 9, 2007. So what does this mean moving forward? Well it can certainly take...
1099 Forms: Answering Questions in the Midst of Tax Season
In this week's Mullooly Asset Management podcast Tom and Brendan discuss a hot topic right now, 1099 forms. 1099 forms are the form required each year to report financial information to the IRS. Most people are used to receiving these forms at the end of January....
Mutual Funds and ETFs: What’s the Difference?
This week's Mullooly Asset Management podcast starts off with Tom telling Brendan about something he has heard a lot over the last 25 years. Many prospective clients have told Tom that they, "don't have money in stocks, they own mutual funds!" Little do they know an...
Retirement Planning: How to Save a Million Dollars
Tom and Brendan have an interesting topic this week for the Mullooly Asset Management podcast. Radio personality Dave Ramsey tweeted something from his account yesterday that stirred up quite a reaction in the financial community. Ramsey's tweet was about retirement...
Age-Based Funds: What You Need to Know Before Investing
In this week's Mullooly Asset Management podcast Tom and Brendan discuss target retirement funds and age-based funds. Their discussion begins by discussing why clients nearing retirement typically do not want to deal with the stock market. When clients are going to...
529 Plans: Know the Pros and Cons Involved
This week on the Mullooly Asset Management podcast Tom and Brendan talk about saving money for college. When it comes to saving money for college, we tend to get A LOT of questions about 529 plans here at Mullooly Asset Management. There is a lot of information that...
Financial Planning: Pay Down Debt Without Taking a Loan From Your 401K
Last week on the Mullooly Asset Management podcast, Tom and Brendan discussed the foundation of financial planning. This is a continuation of that discussion on saving money and your retirement plan. Tom and Brendan talked about taking loans from your 401k account at...
Fundamentals of Financial Planning: Saving and Your Retirement Plan
In this week's Mullooly Asset Management podcast Tom and Brendan continue talking about the foundation of financial planning. This week the topic they discuss saving money and your retirement plan. Saving money is a lost habit. In a recent Washington Post article...
Compound Interest: A Main Component of Financial Planning
On this week's Mullooly Asset Management podcast Tom and Brendan continue talking about some of the fundamental building blocks of financial planning. Last week they discussed how financial planning really starts with paying yourself first. Having money saved can help...
Building Blocks of Financial Planning: Saving and Budgets
This week's Mullooly Asset Management Podcast focuses on some of the building blocks of financial planning. Two very important factors in financial planning are saving and budgets. Tom's favorite quote about financial planning is pretty simple, in fact it's only three...
Short Term Indicators in Point and Figure Charting
In this week's Mullooly Asset Management podcast Tom and Brendan wrap up their talk about indicators. In previous weeks they have discussed long and intermediate term indicators. Long term indicators are a confirming indicator of where the market will be headed for...
Intermediate Term Indicators Used in Point and Figure Charting
Tom and Brendan continue their series this week by moving on from last week's topic of long term indicators. This week's Mullooly Asset Management podcast focuses on intermediate term indicators. Chances are if you have a 401k account at work or a personal portfolio,...
Three Long Term Indicators Used in Point and Figure Charting
In this week's Mullooly Asset Management podcast Tom and Brendan discuss long term indicators. We use point and figure charting here at Mullooly Asset Management, which gives us a great look at things like mutual funds, stocks, and bonds. We can see positive and...
My Retirement Withdrawals: Will I Outlive My Money
In this week's Mullooly Asset Management podcast Tom and Brendan discuss retirement withdrawals. When retirement withdrawals come up in conversation the number one question clients want to know is, "Will I outlive my money?". It makes sense that people worry about...
The Power of the Support Line in Point and Figure Charting
As you probably know, Mullooly Asset Management uses point and figure charting as a guide to make wise investments. In this week's podcast Tom and Brendan will discuss the power of the support line. A support line is an important tool in managing money at Mullooly...
