Financial video library

In this week's video, Casey discusses how "making as much money as possible" is not an appropriate investment objective. When the investment objective is unclear it can often lead to a mismatched amount of risk taking. Which is never a recipe for success. Through our...

When making donations it's important to consider whether you should be donating cash or stock to charity. In this week's video, Tom explains the differences between public and private charities. As well as, answering whether you should donate cash or stock to...

Many folks turn to gifting strategies as a way to help their loved ones, while reducing their taxable estate. But how to go about it can be confusing. In this week's video, Tom breakdowns the best way to gift to individuals. He covers how much each individual can...

In this week's video, Casey discusses a research report from Morningstar that details how active funds have recently compared to their passive counter parts. This question drives at what makes investing so difficult, and interesting. So it's useful to put some numbers...

In this week's video, Casey discusses how asset allocation has changed throughout different interest rate environments. Should investors be chasing more risk because interest rates are so low? Key factors like time horizon, risk tolerance, and ultimately what...

In this week's video, Tom discusses why exchange traded funds are NOT just for beginners. He highlights their tax efficiency, diversification and low costs as reasons why exchange traded funds should be considered by all investors. The Walton family trust, one of the...

In this week's video, Tom discusses a report from MIT that tried to figure who the "panic sellers" are when markets get rocky. The report indicated that "investors" who rate themselves as having excellent investment experience are more likely to be panic sellers. Tom...

When should I buy? When should I sell? What do I buy? What do I sell? These are the seemingly simple questions that make investing so interesting (and hard). Every investor thinks differently about these questions. And every investor is investing within differing...

With the release of Apple's new iPhone 13, we wanted to take this opportunity to remind folks that the stock market doesn't always do what we think it should. In this week's video, Casey highlights how investor's expectations can often mislead them. Paying attention...

More than half of the stocks in the S&P 500 are down 10%. Doesn't sound too good right? When it comes to stock market statistics, you need to know how they fit into historical context. In this week's video Casey breaks down a recent headline from Bloomberg and...

You saved up enough for a down payment and found the perfect house. Unfortunately, in this real estate market, things don't always work out. So now what do you do with the money that was earmarked for a down payment? Do you put it into the stock market? Or just leave...

A common question we get from folks is whether or not they should put their assets into a trust. We are not attorneys, therefore we don't give legal advice. But we're well versed in the different layers of making decisions like this and are more than willing to walk...

In this week's video, Casey discusses a proposed increase to the catch-up contributions for retirement account savers. These catch-up contribution changes being discussed would help "average workers" save more as they get closer to retirement age. Saving more for...

In episode 259 of the Mullooly Asset Show, Tom puts numbers behind the phrase "it's about time in the markets, not timing the markets". He illustrates how missing even just a handful of days over twenty years can significantly impact your returns. Be sure to check...

It's no secret the housing market has been hot the last couple of months. One would think that a stock like Zillow ($Z) would be following suit. But the stock market doesn't always act like we think it should. We're not here to tell you why Zillow's stock is behaving...

"I need to earn some yield. I have this money sitting in the bank earning nothing. Is there anyway we can put it in something and earn a safe 3-5%?" We get this question ALL. THE. TIME. Are dividend stocks the way to go? What about preferred stocks? Or maybe MLPs?...

In this week's video, Tom discusses a common mishap we see all the time involving target date funds. When you allocate your 401(k) or retirement account to a target date fund, AND other funds, it could really throw off the amount of risk you're taking. Be sure to tune...

The stock market has seen some volatile moves in both directions over the last week. In this week's video we wanted to put these moves in perspective and remind folks that, as long as you are taking the appropriate amount of risk, this is okay! And should be expected....

Things are always happening under the surface of the stock market, even with the major indices continuing to march higher. In this week's video, Casey breakdowns a recent Wall Street Journal article that discusses how stocks, broadly speaking, have been pretty quiet...