Financial video library
Get the latest resources on money topics that matter.
When is the Right Time to Invest? Video
When it comes to investing, the question that everybody wants answered is, "When is the right time to invest?". Tom and Brendan talk about the different market indicators we use at Mullooly Asset Management in this video. It would be great if there were one simple way...
How Stock Brokers Get Paid Video
In this week's Mullooly Asset Management video Tom and Brendan talk about how stock brokers get paid. Plenty of people enter into investment agreements each year without truly understanding this vital point. Most investors understand that stock brokers earn commission...
Discount Broker or Full-Service Broker Video
A big decision that many investors have to make is whether they want to work with a discount broker or full-service broker. There are plenty of differences between these two types of investment managers. Investors should do their homework and gather all the facts...
Getting Started With Mullooly Asset Management Video
In this week's Mullooly Asset Management video, Tom and Brendan discuss getting started with Mullooly Asset Management. Whenever a new client decides to transfer their accounts to Mullooly Asset they tend to have questions about the process. Tom thought it would be...
Three Reasons Why You Need to Have a Monthly Budget Video
You've probably heard plenty of investment advisors, financial planners, and other financial experts harp on the importance of having a monthly budget before. Tom explains three reasons why you need to have a monthly budget in this video from Mullooly Asset...
Reasons You Need to Have an Emergency Fund Video
There are several reasons you need to have an emergency fund, and Tom discusses them in this video from Mullooly Asset Management. Many people also wonder how much money they should have in their emergency fund when creating one. This is a good question to ask your...
What Should I Pay for Investment Advice? Video
A lot of investors wonder, "What should I pay for investment advice?", and have no idea what sort of answer to expect. There are many factors that go into the cost of investment advice. The biggest factor is what type of investment manager you choose to work with. A...
How Much Does an Investment Advisor Cost?
How much does an investment advisor cost? That's a pretty good question, and one that we hear often at Mullooly Asset Management. Many people see it as some sort of a big secret. You have probably felt that feeling of intimidation before when shopping for car, buying...
Stocks vs Bonds Video: Why You Should Be Staying in Stocks Longer
In this week's Mullooly Asset Management video, Tom and Brendan discuss the heavily debated topic of stocks vs bonds. Many investors believe that once they retire, they need to be fully invested in bonds. A large part of the financial industry has always suggested...
Managing Your Student Loan Debt Video
This week's Mullooly Asset Management video covers a financial planning topic that parents and teens alike should be concerned about. Tom and Brendan talk about managing your student loan debt this week. Student loan debt affects millions of Americans each year....
The Backdoor Roth Conversion Video: A Useful Tool
Have you been under the impression that you make too much money to contribute to a Roth IRA? Well Tom and Brendan want to let you know that you do not. In this week's Mullooly Asset Management video Tom and Brendan discuss how investors can still contribute through a...
When are Leveraged ETFs Suitable? Video
In this week's Mullooly Asset Management video Tom and Brendan answer the question, "When are leveraged ETFs suitable?". Many investors want to know when they should consider a leveraged ETF, but have not been able to find any answers. The most favorable time to...
Bonds are Risky in 2013: Invest With Caution Video
If you haven't heard, bonds are risky in 2013. Tom and Brendan discuss why you should be taking caution if you are investing in bonds. Tom points out that in the past bonds have been relatively secure investments, while stocks were fairly hazardous. Right now the...
An Alternative to Mutual Funds: Exchange Traded Funds Video
Have you been sold a mutual fund by a stockbroker? There is probably a reason why this happened, and Tom explains what that reason is in this week's Mullooly Asset Management video. Tom uses a real story to explain why brokers are more inclined to suggest buying...
Capital Gains in Mutual Funds: Do You Understand? Video
In this informational video from Mullooly Asset Management, Tom and Brendan discuss distributions from mutual funds. More specifically they focus on capital gains in mutual funds, and how they vary. Tom goes over two, in depth examples of scenarios involving capital...
Market Update Video: May 6, 2013
Today is May 6, 2013, and Tom put together a market update video to explain current market conditions. The purpose of this video is to bring you up to speed because what you may have been reading in the headlines is not always true. As you have probably heard Tom talk...
Understanding the Roth IRA Video
What do you know about Roth IRA's? Many investors don't understand traditional or Roth IRA's. What they can offer you? Tom and Brendan will explain that and more in this educational video. They start by describing traditional IRA's, before building into their eventual...
Investment Advisers and Brokers: Who Has a Fiduciary Obligation?
It is astounding how many investors don't know what a fiduciary obligation is. In this video Tom and Brendan talk about fiduciary obligation and what it means. Investment advisers have a fiduciary obligation to their clients. This means that they must exercise...
Sector-Based Investing: How ETF’s Changed the Game Video
This video covers the topic of sector-based investing. Too often investors are distracted from what really matters by "hot stock tips" they hear on major news outlets. The reality of the matter is that the bulk of the risk in investments involves market conditions and...
Mutual Funds: Three Primary Types of Open-End Funds Video
Do you know what the three primary types of open-end mutual funds are? If you answered no don't feel bad. Many investors are in the same boat as you. Tom and Brendan will explain the three types of open-end funds in this week's Mullooly Asset Management video. The...
