It’s been 365 days of the COVID-19 pandemic, and the market has experienced nearly every aspect of a full market cycle. Including a recession. In this podcast, the guys discuss what happened over the last year and how figuring out ways to completely “side step” recessions is futile. It’s more important to build a portfolio […]

This week has been a reminder that stocks CAN go down, and it’s okay! Pullbacks never feel good. In this week’s podcast, the guys discuss why the strategy doesn’t change whether it’s a 5% pullback or 30% pullback. They talk about what’s going on currently in the market, and what it means for your investments. […]

This time of year, identity theft can lead to tax scams. In this podcast, the guys discuss how to recognize fake attempts to contact you from “the IRS” and what to keep your eyes open for this tax season. They also discuss Social Security myths, annuity fees, and round 2 of the GameStop craze. Show […]

College prices have been on the rise for the better part of the last four decades. But what do students actually end up paying compared to the “sticker price”? In this podcast, the guys discuss the issues surrounding the price of college. They also discuss how bonds have been reacting to the recent rise in […]

Day trading has become a “hobby” for a lot of folks. However, there are tax ramifications that come along with trading that people may not be anticipating. In this podcast, Tom and Tim discuss the importance of asset location and understanding tax consequences of trading. Show Notes ‘How to Get a Refund Advance Loan’ – […]

What has been going on with GameStop this week? This is the big question on everyone’s mind. In this week’s podcast, Tom and Tim dig into the details about short-selling, trading stocks in margin accounts, hedge funds risk management, and how GameStop ties in. Show Notes ‘What is Short Selling?’ – Mullooly Asset Show Short-Selling, […]

Mullooly Asset Management has been in business since 2002, but our process of how we work with our clients has changed over the years. In this podcast, Tom outlines our financial planning and investment management process as it stands today. He tells listeners what they can expect from start to finish, and what it’s like […]

2020 was a strange year for the market. In this week’s podcast, we look at the market rotation that took place in the second half of the year that not many people paid attention to. We go through what worked this year, and how things line up for 2021. Show Notes ‘Updating My Favorite Performance […]

In the first episode of 2021, the guys discuss the changing landscape in Washington and how it could potentially impact folks financially. If 2020 taught us anything, it’s that we don’t know how the market will react to any headline story. Focus on what we can control, and let’s make 2021 a great year! Show […]

A lot has transpired over the last 12 months, both in everyone’s personal lives and the financial markets. We’ve shared some really important messages with our clients this year via the Mullooly Asset Podcast. These are messages that applied to the current year, but are truly evergreen. This week, we wanted to reflect back on […]