Financial video library
Get the latest resources on money topics that matter.
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...
Explaining the Current Yield Curve May 2014
In our most recent podcast, Tom and Brendan discussed the yield curve. We've found that the average investor usually doesn't understand what brokers, advisors, or financial media members are talking about when they refer to the yield curve. If you missed that podcast...
What Are 12b-1 Fees?
We recently discussed different ways that investors can own mutual fund shares. Most mutual funds have A shares, B share, and C shares. We noted that B shares and C shares usually include 12b-1 fees. Many investors don't know what these fees are or do but are confused...
Relative Strength and the S&P 500
Keeping the theme with our podcast from last week (take a listen here if you haven't already), Tom talks about the S&P 500's two different forms. Many people don't know that the S&P 500 is a cap weighted index, meaning the stocks with the largest market...
First Quarter 2014 Video Update
Today is the final day of the 2014's first quarter. In this week's Mullooly Asset Management video update Tom talks about what happened this quarter. The S&P 500 is going to finish the first quarter basically flat. We've seen that the strongest areas of the market...
What’s Going on With Interest Rates? March 2014 Video Update
In the last week, the financial media's hot topic has been interest rates. What's going on with them? Where are they going? When will the Fed begin raising rates and how will that affect markets when they do? Naturally, investors are curious about interest rates too....
January 2014 Market Update
Low Priced Stocks: Are They Worth It?
A lot of investors become infatuated with the idea of buying a stock for pennies and making millions. While it's nice to dream, is it really wise to buy low priced stocks with the expectation that you'll hit it big? Probably not, but people do so anyway. In this video...
Investing in Highly Priced Stocks
Here's a scenario most investors can relate to: You really like stock X, but stock X trades for a price per share that you think is outrageous. You'd still really like to own that stock though, so what are you supposed to do? Tom and Brendan talk about investing in...
Bob Farrell’s Investing Rules Video Part I
Never heard of Bob Farrell before? This video is for you then because all investors should know Bob Farrell's investing rules. Tom and Brendan discuss some background on Farrell and go over the first half (1-5) of his rules in this week's Mullooly Asset Management...
December 2013 Market Update Video
If you're like most investors you probably find yourself wondering, "What the heck is going on in the market right now?", more often than not. If you listen to the financial media too much you'll probably end up confused and worried. That's why Tom and Brendan have...
Trouble Getting Money From an Old Retirement Account
Are you leaving a job or retiring? If you're doing this currently or have done this in the past, you probably want to know how you can get money out of your old retirement account and into a new IRA. This is your hard-earned money in the account, so you should be...
How Is An Annuity Taxed?
One question that is asked a lot when it comes to annuities is, "How is an annuity taxed?". The scary part is that the investors asking this question already own an annuity sometimes! The main point of this Mullooly Asset Management video is to educate investors about...
