Financial video library
Get the latest resources on money topics that matter.
Time in the Markets, Not Timing the Markets
In episode 259 of the Mullooly Asset Show, Tom puts numbers behind the phrase "it's about time in the markets, not timing the markets". He illustrates how missing even just a handful of days over twenty years can significantly impact your returns. Be sure to check...
The Stock Market Doesn’t Have to Make Sense: Zillow Edition
It's no secret the housing market has been hot the last couple of months. One would think that a stock like Zillow ($Z) would be following suit. But the stock market doesn't always act like we think it should. We're not here to tell you why Zillow's stock is behaving...
Don’t Get Caught Chasing Yield
"I need to earn some yield. I have this money sitting in the bank earning nothing. Is there anyway we can put it in something and earn a safe 3-5%?" We get this question ALL. THE. TIME. Are dividend stocks the way to go? What about preferred stocks? Or maybe MLPs?...
Are You Using Target Date Funds Correctly in Your 401(k)?
In this week's video, Tom discusses a common mishap we see all the time involving target date funds. When you allocate your 401(k) or retirement account to a target date fund, AND other funds, it could really throw off the amount of risk you're taking. Be sure to tune...
What’s Been Going on in the Stock Market?
The stock market has seen some volatile moves in both directions over the last week. In this week's video we wanted to put these moves in perspective and remind folks that, as long as you are taking the appropriate amount of risk, this is okay! And should be expected....
The $5 Billion Roth IRA
In this week's video, Casey breakdowns the recent ProPublica article that drew attention to some ultra-wealthy investor's massive Roth IRAs. The Roth IRA was designed to help average Americans save more money for retirement. So it's no wonder there has been quite the...
Stock Market Undercurrents: Why We Have a Rules Based Approach
Things are always happening under the surface of the stock market, even with the major indices continuing to march higher. In this week's video, Casey breakdowns a recent Wall Street Journal article that discusses how stocks, broadly speaking, have been pretty quiet...
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...
