Mullooly Asset Management

  In this week’s podcast, Tom and Casey discuss how crucial communication is for the investment advisor-client relationship. We take a different investment approach when money is needed in the short-term vs. growing it over the long-term. Things will change over the course of your life, that’s why we believe in ongoing investment management and […]

  In this week’s podcast, Tom and Casey discuss how the market has priced in a severe recession, and what that means moving forward. The guys review the latest charts and data points they’ve been paying attention to. With many of them pointing to improvements in inflation. As always, we’re here this week to keep […]

  In this week’s podcast, Brendan, Tom and Casey discuss the Fed’s decision to raise interest rates and the effects it might cause in the stock market and economy at large. The guys break down all the latest including inflation, oil/gas prices, housing and more. If your bear market and recession fears are peaking, this […]

In this week’s podcast, Tom and Casey discuss how the current economic data is telling two stories. We have historically low unemployment numbers but also historically high inflation, so what does that mean for everyday investors? The guys draw on historical examples to show how the economic levers the Fed is pulling take time to […]

There has been a lot of talk about the Fed’s plan for quantitative tightening lately. But what exactly does that mean? And what should everyday investors expect? The Fed has been under the microscope so far in 2022 due to raising interest rates. But there is another side to the story. On this week’s podcast, […]

In this week’s podcast, Tom and Casey summarize and provide context on the latest economic data. While also discussing several companies’ recent earnings reports. They cover the following: Does a good company make a good stock? How is the Fed reacting to the latest economic data? Why are housing and inflation so intertwined? Tune in […]

In this weeks podcast, Brendan and Casey discuss how short term market losses impact retirement plans. They explain how to handle investment account distributions when markets are rocky and the importance of aligning your portfolio with your income needs. This is a question we’ve been getting a lot lately, so tune in if it’s on […]

All the stock market headlines are doom and gloom right now. In this week’s podcast Casey doesn’t claim to have all the answers, but he aims to balance out that negativity by providing some facts and figures that have caught our eye here recently. He covers what tends to happen when sentiment gets this bearish […]

Tom talks all things capital gains tax rates in this week’s podcast. Now that 2021’s tax deadline has passed, it’s time to start looking for changes to make as we head further into 2022. He covers common misconceptions regarding capital gains taxes. As well as diving into whether it is better for married couples to […]

There are a lot of comparisons being made between the current economy and the economy of the late 70’s and early 80’s. The guys discuss the similarities AND differences, while highlighting whether or not bonds still act as a diversifier and how to think about future bond returns. We’ve been getting a lot of questions […]