Quarterly rebalancing and asset allocation models go hand in hand. We don’t have much faith in either here at Mullooly Asset Management. Tom and Brendan discussed some reasons why the traditional asset allocation model fails in last week’s podcast. This week they cover the topic of quarterly rebalancing. So what is quarterly rebalancing and how […]

If you’ve worked with a broker or financial planner before, then you’ve most likely been subjected to their pie-charts. Asset allocation models have been displayed in this pie-chart format for a long time now. Tom and Brendan discuss these pie-charts in this week’s podcast, and more importantly talk about why the traditional asset allocation model […]

Benjamin Graham, one of the fathers of value investing, once said, “Individuals who cannot master their emotions are ill-suited to profit from the investment process”. Tom and Brendan discuss the topic of emotional investing during this week’s Mullooly Asset Management podcast. When investors let their emotions creep into their investment decision making process, it can […]

In this week’s Mullooly Asset Management podcast Tom and Brendan discuss how to know your investment advisor isn’t the next Bernie Madoff. Tom explains how he expects new clients to question him about this exact topic. Ever since the whole Madoff story came out in 2008 it’s been a real fear for most investors. If […]

In this week’s Mullooly Asset Management podcast Tom and Brendan discuss why the point and figure approach is superior to other investing methods. Tom shares a first hand story from his days as a stock broker that illustrates the superiority of point and figure charting perfectly. In 1997, when Tom worked as a retail broker, […]

You should be skeptical of the financial media. Tom and Brendan explain why in this week’s podcast. When we refer to the financial media we’re talking about sources like Bloomberg, CNBC, Marketwatch, and the Wall Street Journal. There are plenty of others as well, but you get the point. Many people read, watch, and listen […]

Every investor would love it if there were one way of knowing whether to invest more or get out of the stock market. Unfortunately, we don’t have crystal balls that predict the future. That leaves many people wondering how to know when to get out of the stock market and when to get into it. […]

How much commission do stock brokers make? Nobody really seems to know the answer to this question. There’s no doubt that many investors probably wonder this all the time. Tom and Brendan discuss the question, “How much commission do stock brokers make?”, in this week’s podcast. Tom starts by explaining some very basic points that […]

Debates have occurred for a long time over the topic of discount brokers vs full-service brokers. In this week’s Mullooly Asset Management podcast Tom and Brendan take on this heavily disputed subject. They talk about what you can expect when you choose to invest with either a discount broker or full-service broker. Here at Mullooly […]

Tom and Brendan discuss a frequently asked question in this week’s Mullooly Asset Management podcast. The big question that new clients want to know is, “How do I transfer my accounts to Mullooly Asset Management?”. Many investors think there will be a lot of work involved with changing their investment advisor. This is not true, […]