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Why Does Money Stress Everyone Out?
Whether it's greed and fear, or stress and envy, it's important to realize how emotionally tied up most of us are in our money. From a pit in your stomach when the market drops, to the excitement you feel when your paycheck hits your bank account. Money, and...
Our Financial Planning Process
In this week's episode, Tom and Casey walk through exactly what the financial planning process is like for new clients. From the initial "Fit Meeting" to our first series of check-in calls, the guys cover it all in this one. They highlight typical questions we get...
Retirement Habits: The In’s and Out’s of Portfolio Rebalancing
In this week's episode, the guys cover an array of topics, including the importance of portfolio rebalancing. Brendan and Tom breakdown why rebalancing allows the individual pieces of the portfolio to "do their jobs". And why it's a good risk management technique to...
So, When Can I Retire?
This is the main question we help folks answers. In this weeks' episode, Casey, Brendan, and Tom, walk through a real life example from a recent article by MarketWatch. The guys break down the nuances of retirement planning and shed light on our process. They also...
The Price You Pay for Safety
We've gotten a handful of calls recently about what to do with "money earning nothing at the bank". In this week's episode, the guys, joined by Casey, discuss the role of savings in a financial plan, as well as what to do when markets are moving sideways, and how...
Teenagers with Investment Accounts: Good or Bad?
In recent news from Fidelity, they will begin offering investment accounts to teenagers (with parental approval). In this podcast, the guys discuss if that is a good or bad idea. They also discuss target date funds, and keeping your cool trying to buy a house in this...
The Risks with Alternative Investments
A recent article in the New York Times outlined an F.B.I. investigation into a Pennsylvania pension plan that took some BIG risks in alternative investments. In this podcast, Tom and Tim break down where the trustees went wrong, and why alternative investments can be...
Do You Have an Investment Plan?
It's one thing to buy an investment because it's "going up a lot", but do you actually have an investment plan? In this week's episode of the podcast, the guys discuss the importance of having an actual plan. Without a plan, it can be really difficult to gauge success...
How the Computer Chip Shortage Could Impact the Economy/Market
One late-blooming economic side effect of the pandemic is a growing global shortage of computer chips. This shortage has started to impact the car industry and other technology companies across the globe. So what does this actually mean for those semiconductor stocks...
Capital Gains Rates and Market Pain Points
Yesterday the market dropped after news of a proposal to increase capital gains tax rates. Today, the market is market to normal, but what is it about these market pain points that get everyone on edge? In this podcast, Tim and Tom discuss a few different market pain...
The ‘Silly Stage’ of Day Trading
In this week's podcast, the guys discuss a few stories that confirm we have reached the 'silly stage' of day trading stocks. From a deli in New Jersey with a market cap of $100 million, to tax problems for Robinhood users, the day trading boom is reaching new heights....
4 Lessons from 35 Years in the Business
Last month marked 35 years in the business for Tom. First as a broker, and now as an advisor here at Mullooly Asset Management for almost 20 years. Tim and Tom use this episode to walk through 4 evergreen lessons Tom has picked up along his journey in the industry. 4...
A Generational Buying Opportunity
It's been one full year since the bottom of the "Corona Crash" last March. Tim and Brendan discuss how that could've been a generational buying opportunity for investors. They also discuss how difficult it is to successfully pick stocks, and have the numbers to back...
Technology Stocks and the US Economy
If the US economy is setting up for a nice recovery in 2021, why are some large cap technology stocks acting a little shaky? Has this happened before? In this podcast, Tom shares insight from similar economic environments in the 1960's and 80's when the stock market...
Recession: The Only Way Out is Through
It's been 365 days of the COVID-19 pandemic, and the market has experienced nearly every aspect of a full market cycle. Including a recession. In this podcast, the guys discuss what happened over the last year and how figuring out ways to completely "side step"...
Pullbacks Always Feel Bad
This week has been a reminder that stocks CAN go down, and it's okay! Pullbacks never feel good. In this week's podcast, the guys discuss why the strategy doesn't change whether it's a 5% pullback or 30% pullback. They talk about what's going on currently in the...
Beware of Tax Scams!
This time of year, identity theft can lead to tax scams. In this podcast, the guys discuss how to recognize fake attempts to contact you from "the IRS" and what to keep your eyes open for this tax season. They also discuss Social Security myths, annuity fees, and...
What is the Real Price of College?
College prices have been on the rise for the better part of the last four decades. But what do students actually end up paying compared to the "sticker price"? In this podcast, the guys discuss the issues surrounding the price of college. They also discuss how bonds...
Taxes, Trading, and Asset Location
Day trading has become a "hobby" for a lot of folks. However, there are tax ramifications that come along with trading that people may not be anticipating. In this podcast, Tom and Tim discuss the importance of asset location and understanding tax consequences of...
Short-Selling, Margin, Risk Management & GameStop
What has been going on with GameStop this week? This is the big question on everyone's mind. In this week's podcast, Tom and Tim dig into the details about short-selling, trading stocks in margin accounts, hedge funds risk management, and how GameStop ties in. Show...
