Stepped Up Cost Basis Joint Last week we discussed the cost basis of inherited stock on the Mullooly Asset Management video. If you missed it, check it out here: https://mullooly.net/cost-basis-inherited-stock/7538 That video led to a very good question from one of our viewers. Their question was, “What happens to the cost basis of stock held… [Read More] Stepped Up Cost Basis in Joint Accounts
Stepped Up Cost Basis A lot of investors don’t know what their cost basis is when they inherit stock from someone who’s passed away. Tom put together a short video explaining the answer to this question. When somebody passes away with stock in their portfolio, the first thing that needs to be calculated is the… [Read More] The Cost Basis of Inherited Stock
https://media.blubrry.com/invest/p/content.blubrry.com/invest/Are_Rising_Interest_Rates_Always_Bad_for_Stocks_July_2014_Podcast.mp3Subscribe: Android | RSSMany 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: http://www.ritholtz.com/blog/2014/07/rising-rates-unliklely-to-kill-this-bull-market/) covered the effect rising rates have on the stock… [Read More] Are Rising Interest Rates Always Bad for Stocks?
https://media.blubrry.com/invest/p/content.blubrry.com/invest/How_Do_Orders_to_Buy_Stock_Get_Filled_June_2014_Podcast.mp3Subscribe: Android | RSSYou’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 Asset Management podcast. The first… [Read More] How Do Orders to Buy Stock Get Filled?
https://media.blubrry.com/invest/p/content.blubrry.com/invest/Making_Sure_You_Don_t_Miss_Another_2009_March_2014_Podcast.mp3Subscribe: Android | RSSMissing 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 about just that… [Read More] Making Sure You Don’t Miss Market Run-Ups
https://media.blubrry.com/invest/p/content.blubrry.com/invest/The_Search_for_Income_Continues_Feb_2014_Podcast.mp3Subscribe: Android | RSSIt’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 some thoughts about this need for… [Read More] Need More Income: The Search Continues for Investors