Financial video library
Get the latest resources on money topics that matter.
Buy ETFs to Avoid Mutual Fund Capital Gains Taxes
Looking for a way to avoid mutual fund capital gains taxes while still growing your account? ETFs could possibly be the solution that you're looking for. Tom and Brendan discuss mutual funds, capital gains taxes, and ETFs in this week's video. This video comes at a...
Why You Should Be Checking the SEC Yield
There are plenty of reasons why you should be checking the SEC yield, rather than the current yield or distribution yield, when it comes to bond funds. While many brokers and advisors would rather not have investors looking at the SEC yield, Tom wants everybody to...
Defining Conservative Investing
When it comes to defining conservative investing, one of the most important questions that needs to be answered is, "What do you want to get out of your investments?". To put it plainly, what's the plan for this money in the future? This is so critical because most of...
Should I Have a Variable Annuity Inside an IRA?
Do you already have a variable annuity inside an IRA or are you thinking about buying one? If your answer to either question is yes, you need to watch this video from Mullooly Asset Management because there are some important details you should know about annuities....
Will You Be Able to Retire Comfortably?
Will you be able to retire comfortably someday? Many Americans dream of a happy and financially sound retirement, but a recent survey shows that a growing percentage fear this might be unattainable. In the recent Wells Fargo Middle Class Retirement study some pretty...
Why Wall Street Analysts Almost Never Recommend Selling
Have you ever found it curious that Wall Street analysts almost never recommend selling any stocks? It seems like even the stocks that analysts are lukewarm on get a "hold" rating most of the time. So why is this the case? Tom and Brendan discuss that in this video...
The Biggest Stock Market Myths Everybody is Talking About
What are some of the biggest stock market myths around right now? Have you heard of the "Halloween Indicator" or "Sell in May and Go Away"? If you haven't that might actually be a good thing because these are both generalizations concocted by the financial media. The...
Four Options For Your Retirement Account When You Change Jobs Video
So you're changing jobs or retiring and want to know what you can do with your retirement account, right? Well, you have four routes you can go. Tom and Brendan discuss the options available to investors when they leave a job or retire in this video. Make sure to...
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...
