Mullooly Asset Management

Do some bond yields seem too good to be true? Well, that’s probably because they are. In this week’s podcast, the guys discuss how “inflation protected” bonds are able to advertise yields that aren’t necessarily real. Which leads them to discuss other inflation hedges, and how most folks probably already own the best one of […]

Robinhood, the online investing and trading platform, had their IPO (initial public offering) yesterday. In this week’s podcast, the guys discuss the staggering numbers Robinhood had to disclose in order to file for the IPO. Some of these numbers are seriously out of control! And, of course, we tie in how folks should be investing […]

It’s official, the S&P 500, the most widely followed stock market index, has doubled off the March 2020 pandemic lows. In this week’s podcast, the guys discuss how the S&P got to this point. And the different trends we’ve seen underneath the surface which have made this happen. They also highlight how important it is […]

It’s said that credit rules the world. A line of credit can be a useful piece of your financial plan. But, it can be taken away at any time for no reason at all. So don’t let credit rule your personal finances. In this week’s episode, the guys discuss Wells Fargo shutting down all personal […]

In this week’s podcast, Tom and Casey pull back the curtain and examine how financial calculators arrive at their results. Financial calculators, also known as retirement calculators, take a snapshot of where you are now and project it out into the future. Not taking into account any changes or course corrections along the way. Life […]

In this week’s podcast, Tom and Casey offer their thoughts on investing in cryptocurrencies in a retirement account. There are still some regulatory hurdles cryptocurrencies, like Bitcoin, need to clear before it becomes mainstream. But it is definitely a topic of conversation in the office and we are doing everything we can to educate ourselves […]

Whether it’s greed and fear, or stress and envy, it’s important to realize how emotionally tied up most of us are in our money. From a pit in your stomach when the market drops, to the excitement you feel when your paycheck hits your bank account. Money, and especially investing, stirs up the full range […]

In this week’s episode, Tom and Casey walk through exactly what the financial planning process is like for new clients. From the initial “Fit Meeting” to our first series of check-in calls, the guys cover it all in this one. They highlight typical questions we get along the way and what to expect at each […]

In this week’s episode, the guys cover an array of topics, including the importance of portfolio rebalancing. Brendan and Tom breakdown why rebalancing allows the individual pieces of the portfolio to “do their jobs”. And why it’s a good risk management technique to not let the portfolio drift too far, in either direction. Also discussed, […]

This is the main question we help folks answers. In this weeks’ episode, Casey, Brendan, and Tom, walk through a real life example from a recent article by MarketWatch. The guys break down the nuances of retirement planning and shed light on our process. They also discuss a piece from Bloomberg about how folks are […]