Financial video library
Get the latest resources on money topics that matter.
Should More Investing Access Mean More Trading?
With the CBOE set to expand their trading hours, there has never been more investing access for the everyday investor. But does more access to financial markets mean you should be trading your account more? Casey breaks it down in this week's video. Should More...
Financial Planning: CPA’s Telling New Jersey Residents to Leave the State?
Financial planning and tax planning are tied at the hip. And New Jersey does have relatively high tax rates compared to other states. But does that mean you should consider moving out of state? In this week's video, Tom covers a recent survey from the New Jersey...
Investing Best Practices: Know What you Own (Russell 2000 Edition)
With the Russell 2000, a popular small cap index, set to be reconstituted later this month, we wanted to go over an investing best practice, and remind folks to KNOW WHAT YOU OWN! Tom breakdowns how two of the top names in the Russell 2000 index are (most likely)...
Work With an Advisor to Understand Your Options
The role of an investment advisor is to help you, the client, figure out what the best option is, FOR YOU! In this week's video, Tom discusses a recent article from Barron's claiming that older children living at home may be ruining retirement for their parents. Life...
Interest Rates Have to Go Higher…Right? Think Again
Just about everyone is saying that interest rates have to go higher. Tom explains how we can think we have the answers to the test. But, what we don't know is how the market is going to react. Don't forget to subscribe to our Youtube Channel! Interest Rates Have to Go...
4 Reasons to Use ETFs
ETFs, or exchange traded funds, are a versatile and adaptive way to invest. That's why we primarily use them for our client portfolios. Tom goes into further detail in this week's video when he outlines 4 reasons why every investor should consider using exchange...
Why Do You Work With an Advisor?
We surveyed our clients to find out why they work with an investment advisor. An overwhelming amount had the same #1 answer. In this video, Tom explains what that answer is, and why we built our financial planning process around it. Show Notes Get To Know Us -...
One More Thing About Fiduciaries
Last week we highlighted the importance of being a fiduciary. This week, we have one more point about fiduciaries and it revolves around a Pennsylvania teacher's pension plan. A true fiduciary shouldn't be taking excessive risks and putting large chunks of money into...
Is Your Advisor a Fiduciary?
Do you know if your advisor has your best interest in mind at all times? If your advisor is a fiduciary, you can be certain that they do. In this video, Tom explains how not every advisor is a fiduciary, and why it's so important to make sure you're working with one....
Warren Buffett’s Advice from 2010 is STILL Correct
In 2010, Warren Buffett told shareholders why they pay such a "steep price" to keep so much money in the bank. Having cash on hand gives him the ability to sleep well at night. In this video, Tom explains why 11 years later that is STILL good advice. Especially...
Financial Planning is Defined in Many Ways
There are a number of ways to define financial planning. Plenty of "financial planners" do things differently. In this week's video, Tom describes a number of different approaches to financial planning, and outlines how we do things here at Mullooly Asset Management....
“How Do I Know You’re Not Bernie Madoff?”
In the wake of Bernie Madoff's death, Tom answers a very important question EVERY investor should ask their advisor: "How do I know you're not the next Bernie Madoff?" The distinction comes down to one KEY word: custody. https://www.youtube.com/embed/7nU1_2EOHPY "How...
The Math Behind Social Security
Deciding when to claim Social Security is a BIG decision for folks. Taking the emotions out of the equation, it's important to know the facts and the math behind this decision. Claiming too early could cost you money in the long run. In this week's video, Tom walks...
How Can You Owe $800k in Taxes on $45k of Profits?
Is it really possible to owe $800k in taxes on $45k of profits? The answer, sadly, is yes. In this video, Tom explains how one individual got himself into a tax nightmare by day trading his account on margin and not understanding the wash sale rule. Check out this...
The Pros and Cons of Homeownership
The real estate market has been HOT lately, especially here in Monmouth County, NJ. But is homeownership for everyone? We break down some pros and cons in this week's video. https://www.youtube.com/embed/fTnOGna2GEY Show Notes 'Is Homeownership for Everyone?' -...
Marginal vs. Effective Tax Rates
With the tax filing deadline right around the corner, we discuss the difference between marginal and effective tax rates in this week's video. It's important to understand the distinction because most people don't pay as high of a percentage in taxes as they think!...
What’s Wrong with Technology Stocks?
The technology sector has been remarkably strong from the bottom of the market last March, until now. The last few weeks have seen technology stocks and funds sell off slightly. What's going on? In this episode, Tom explains why the technology sector has been cooling...
Why Hasn’t Gold Rallied?
There are a few economic environments where gold "should" do well. Over the last 6 months, we've experienced ALL of them at once, and gold has done nothing. What's going on? In this week's video, Tim gives his take. https://www.youtube.com/embed/v-pIYRZImjY Show Notes...
10 Highlights From Jay Powell’s Testimony
Over the last two days, the Chairman of the Federal Reserve Jay Powell gave a testimony in front of Congress about the state of the economy. He discussed worries about inflation and other factors concerning Americans at the moment. In this week's video, Tom gives 10...
Misleading Headlines are Made to Scare You
The media writes headlines that are made to get your attention. In our latest episode, Tom gives two examples of how a headline can give readers the wrong impression. Don't let a headline scare you into doing the wrong thing! https://www.youtube.com/embed/z8_Oybtwv14...
