Financial video library
Get the latest resources on money topics that matter.
Don’t Like the Investment Choices in Your Retirement Plan?
Most retirement plans offer anywhere from 10 to 20 different mutual funds for employees to invest their retirement savings into. While some offer nice diversity, what are you supposed to do if you don't like the investment choices in your retirement plan? Let's face...
How Often Should I Rebalance My Portfolio?
A question that many investors ask their advisor is, "How often should I rebalance my portfolio?". The majority of financial planners, brokers, and investment advisors suggest quarterly rebalancing. However, that might not be the best strategy to invest with. Tom and...
Problems With the Traditional Asset Allocation Model Video
There are some glaring problems with the traditional asset allocation model that investors should be aware of. Financial planners and stock brokers are big advocates of the traditional asset allocation model. Typically they will display the model to clients on a pie...
How To Avoid Emotional Investing Video
In this video from Mullooly Asset Management, Tom and and Brendan discuss how to avoid emotional investing. Emotional investing has many forms, but all of them create the same undesirable result. The result is typically poor performance in your portfolio. When it...
Don’t Hire the Next Bernie Madoff Video: Red Flags to Look For
Your hard earned money is nothing to mess around with. So don't hire the next Bernie Madoff! In this video, Tom and Brendan discuss some red flags to look for when hiring an investment advisor. Don't wait until it's too late, learn the warning signs that you should be...
Using Point and Figure Charts Video: Quieting the Noise
In this week's Mullooly Asset Management video, Tom and Brendan discuss point and figure technical analysis. Using point and figure charts is advantageous for several reasons. Tom explains what those reasons are in this video. First and foremost, using point and...
Financial Media Sources: Know Their Spin Video
It is very important to remember that all financial media sources have their own agenda. Whether you're watching TV, listening to the radio, or reading a newspaper article the author is sharing their personal opinion with you! This does not mean that you have to take...
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...
