Financial video library
Get the latest resources on money topics that matter.
Not In The Predicting Business
Mullooly Asset Management is not in the predicting business! Even though the rest of Wall Street seems to be! When you make predictions, you will either be right or wrong. You may be good at making predictions, for a while. Sooner or later you will run into a bad...
What Makes Up the S&P 1500 Index?
On this week's video I discuss the S&P 1500, which is also commonly referred to as the "total stock market". One thing I strongly believe is that investment advisors should never speak over investors' heads. While Tom and I (and other investment advisors, brokers,...
IRS Sets New Retirement Plan Contribution Levels for 2015
One of the many services we provide to our clients at Mullooly Asset Management is managing the risk in their retirement accounts. We help investors with their 401k accounts, 403b annuities, 457 plans, and IRA's. Last week the IRS announced adjustments to retirement...
IBM Technical Outlook October 2014
In this week's Mullooly Asset Management video, Tom takes a look at the point and figure chart of IBM. IBM reported subpar earnings this morning (October 20, 2014) and also reported paying one of their competitors to take a division off their hands. Not great news....
“Buy and Hold” Blindly is Not a Game Plan
A fantastic article written by Ben Carlson titled, "Some Stocks Don't Come Back" is the inspiration for today's Mullooly Asset Management video. In his article, Ben tells us, "the problem with ‘buy when there’s blood in the streets’ is that sometimes individual stocks...
Interest Rates are Too Low!
A post from Business Insider prompted this week's Mullooly Asset Management video. You can check out the post here: http://www.businessinsider.com/wall-street-is-worried-about-savers-2014-9 The article talks discusses how interest rates are too low for seniors and...
Secular Bull and Bear Markets: A History Lesson
In our morning research meeting today we discussed bull markets and how long they typically run for. A book that discusses this topic in-depth is Unexpected Returns by Ed Easterling. In this week's video, Tom shares a brief history lesson on bull and bear markets. In...
Floating Rate Funds: How Appropriate Are They?
How familiar are you with bank loan funds? Maybe you've heard of floating rate funds? For the record, most bank loan funds are floating rate funds. They're becoming popular due to the interest rate environment we're experiencing. Many people feel interest rates will...
Retirement Account Beneficiary Forms: Very Important
For many investors today, their 401k account, pension plan, or IRA is the largest financial investment they have. Something that often goes overlooked is the beneficiary form of these retirement accounts. Tom is here to explain why neglecting to fill out, update, or...
Stepped Up Cost Basis in Joint Accounts
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...
The Cost Basis of Inherited Stock
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...
Transfer on Death Accounts
We've had a lot of people ask us if they can make an account "payable on death". "Payable on Death" (or POD accounts) accounts are offered by banks. When the account's owner passes away, the intended recipient can walk into the bank with their death certificate and...
The Importance of Knowing What You Own
We recently had a client get in touch with us here at Mullooly Asset. They had an IRA elsewhere that "wasn't doing anything" and wanted us to begin managing it for them. So we reviewed their account and found out more regarding their situation. This individual left a...
Non-Spouse Beneficiary IRAs
What are your options when you inherit an IRA from somebody who wasn't your spouse? This is a great question and one that we help clients with on a regular basis. There are a handful of options available in this situation. This specific type of IRA is fittingly...
Things to Remember about Most Annuity Guarantees
A lot of investors who have been sold annuities believe that it doesn't matter what happens in the market because they've been guaranteed a specific rate of return. When it comes to the guarantees of most deferred annuities there are a couple of things you should keep...
Why the Strong Second Quarter from Bonds?
Recently there's a been a lot of curiosity about the strong second quarter turned in by the bond market. Tom discusses two theories that may explain the bond market's second quarter. These are, of course, just theories because nobody ever discloses their personal...
“Smart Money” Emotionally Invests Too
We recently read a post on the Wall Street Journal about big investors who have missed out on the stock market rally of the last five years. The article talked about endowments from colleges and universities and corporate pension plans. Ten years ago the average...
Fast Way to Tell If a Stock is NASDAQ or NYSE Listed
Have you ever wanted to know whether a stock traded on the NASDAQ or New York Stock Exchange? There's a simple way to determine which exchange a stock trades on. While it's not always correct, more often than not you can tell which exchange a stock belongs to by...
Equal and Cap Weighted Sector Funds
Tom and Brendan recently discussed equal and cap weighted indexes on the podcast. Through use of an analogy, they explained that the House of Representatives is like a cap weighted index and the Senate is like an equal weighted index. In today's video you'll learn...
Money Market Fund Rates
To follow up from last week's podcast, Tom put together a quick video explaining why money market fund rates are so low. After 2008, the SEC changed some rules that dictate the type of securities allowed to be held in money market funds. Some of the key requirements...
