Mullooly Asset Management

In Ep. 236 of the Mullooly Asset Podcast, Brendan and Tom talk about the Fed.  With the Fed being in the news a lot lately, they break down what the real purpose of the Fed is, what it has done over history, and the different impacts it has had on the market over the years. […]

In Ep. 235 of the Mullooly Asset Podcast, Brendan and Tom break down the volatility in the market in 2018.  Historically, this year has been more in line with “normal” volatility than last year.  They also discuss paying off credit card debt, and re-visit the Bernie Madoff scandal 10 years later. Show Notes ‘The One […]

In Ep. 234 of the Mullooly Asset Podcast, Tom and Brendan discuss a number of important topics.  They talk about tax gain harvesting, what to do when cash outperforms everything else, and how mutual funds are doing coming into the end of 2018. Show Notes ‘When Cash Outperforms Everything’ – Ben Carlson – A Wealth […]

In Ep. 233 of the Mullooly Asset Podcast, Tim and Tom break down a few articles that are very timely for the holiday season.  They talk about Amazon and retailers during the holidays, Bitcoin conversations, and what it means to keep things in perspective over the long-term. Show Notes ‘Amazon and Other Retail Stocks Typically […]

In Ep. 232 of the podcast, Brendan and Tom talk about a few interesting articles they read recently.  They also talk about the article that featured Brendan in The New York Times last week discussing 401(k) contribution limits for 2019.  Enjoy! Show Notes ‘MYTH: Higher Active Share Leads to Better Outcomes’ – Chris Tidmore – […]

In Ep. 231 of the Mullooly Asset Podcast, Tim and Brendan break down a few interesting articles from the past week.  They talk about the psychology of getting back into the market after moving to cash, why tax-loss selling always seems to take place in December, and what exactly does the term “smart beta” mean? […]

In Ep. 230, Brendan and Tom talk about a couple of important topics.  They discuss how simply planning to “work longer” isn’t always a sure-fire way to plan for retirement savings.  Being able to work longer is sometimes out of the individual’s control.  They also discuss the recent market volatility, and what has gone on […]

In Ep. 229 of the Mullooly Asset Podcast, Brendan and Tom reminisce about the ‘good old days’ when everybody had pensions and 401(k)’s and everybody was happy!  And then they burst everyone’s bubble reminding people that didn’t happen!  They talk about these workplace retirement plans, the incentives they offer, and how it might be time […]

In Ep. 228, Brendan and Tom talk about a few articles and podcasts that caught their eye this week.  They talk about the ever-changing roles and incentives for active mutual fund managers, the way capital gains distributions in mutual funds can cause huge tax bills, and much more! Show Notes ‘The Man Who Hates ETFs […]

In Ep. 227 of the Mullooly Asset Podcast, Tim and Tom break down some headlines from this week.  They discuss why Millennials are afraid to invest their money and prefer cash, how to potentially talk to your children about ways to reduce student loans, a witty quote from Warren Buffett, and much more! Show Notes […]