Financial video library

With the release of Apple's new iPhone 13, we wanted to take this opportunity to remind folks that the stock market doesn't always do what we think it should. In this week's video, Casey highlights how investor's expectations can often mislead them. Paying attention...

More than half of the stocks in the S&P 500 are down 10%. Doesn't sound too good right? When it comes to stock market statistics, you need to know how they fit into historical context. In this week's video Casey breaks down a recent headline from Bloomberg and...

You saved up enough for a down payment and found the perfect house. Unfortunately, in this real estate market, things don't always work out. So now what do you do with the money that was earmarked for a down payment? Do you put it into the stock market? Or just leave...

A common question we get from folks is whether or not they should put their assets into a trust. We are not attorneys, therefore we don't give legal advice. But we're well versed in the different layers of making decisions like this and are more than willing to walk...

In this week's video, Casey discusses a proposed increase to the catch-up contributions for retirement account savers. These catch-up contribution changes being discussed would help "average workers" save more as they get closer to retirement age. Saving more for...

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...

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...

"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?...

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...

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....

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...

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...