Financial video library
Get the latest resources on money topics that matter.
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...
Annuities: Questions You Should Be Asking
In order to ask the proper questions before getting involved with annuities you should probably understand the three types. Tom and Brendan discuss the three types of annuities in this video, and also cover different questions that you should be asking before putting...
Your 401k Plan: More Choices Due to SDBA’s Video
The vast majority of people with 401k accounts set theirs up years ago and have never made a single change since! If you just read that statement and wondered why it's a big deal then you really need to watch this video. Tom and Brendan discuss why so many investors...
Relative Strength and March Madness Video
Relative strength is one of the tools that we use to decide which funds will give us good returns on our investments. So how does relative strength apply to picking winners in a March Madness bracket? Tom will explain just that in this informational video. Relative...
Dow Jones Making All Time Highs: Is It Meaningful? Video
Tom and Brendan talk about the new highs being made by the Dow Jones Industrial Average every day. Last Tuesday the Dow Jones broke through its former all time high set on October 9, 2007. Since then it has continued to set new highs each day. What do the new highs...
Exchange Traded Funds and Mutual Funds: Both a Basket of Stocks Video
In the Mullooly Asset Management video for this week Tom and Brendan compare and contrast Exchange Traded Funds and mutual funds. Most people are unaware that whether they invest in either a mutual fund or an ETF it means they are investing in a basket of stocks. That...
Retirement Planning: Saving Money is the Biggest Key
In this week's Mullooly Asset Management video Tom and Brendan try to make sense of reactions to a recent Dave Ramsey tweet. In the tweet Ramsey said, "Saving only $100 per month from age 25 to age 65 at 12% growth = $1,176,000. Everyone should retire a millionaire!",...
Mid-February 2013 Market Update Video
The Problem with Age-Based Funds Video
Tom and Brendan talk about some issues that arise from investing in age-based funds. Big companies like Vanguard, T. Rowe Price, and Fidelity market these funds as an easy way to save up for things like retirement and college. We have some issues with the way that...
529 Accounts: Understanding This Method of Saving for College Video
In this Mullooly Asset Management video Tom and Brendan discuss 529 accounts. 529 accounts were created so that students, parents, or grandparents could have a way to save money to help counteract the constantly increasing cost of college. There are a handful of...
