Mullooly Asset Management

Mullooly Asset Management

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Mullooly Asset Management

Fiduciary Fee-Only Financial Planner | Investment Advisor in Wall, NJ

SEP 13

Fed Rate Cuts, the Yield Curve, and Social Security Decisions

How will the Federal Reserve's next move shape your financial future? Join us as we unpack the imminent decision on interest rate cuts, weighing the possibilities of 25 or 50 basis points. With historical insights from Datatrack Research, we delve into past rate cuts since 1990, examining the economic contexts and implications. We'll also explore how the Fed funds rate stacks up against the two-year Treasury yield, and what the cautious approach of Fed Chair Jerome Powell might mean for marke...

30 min
JUL 26

Recent Small Cap Action Shows Asset Allocation Key

What if a sudden surge in small cap stocks could reshape your investment strategy? Join Tim, Brendan, and Tom Mullooly on episode 482 of the Mullooly Asset Management Podcast as we navigate the recent 11.5% rise in the Russell 2000 index, a rare occurrence seen just 32 times since 1990. This episode uncovers the significance of such unexpected movements, especially amidst the stagnation of the S&P 500 and NASDAQ, and emphasizes why diversification remains crucial for a balanced portfolio....

15 min
JUL 16

New ETF Strategy Sparks Immediate Interest

Can actively managed ETFs that use derivatives really offer the perfect balance of income generation and market protection, or do they come with hidden risks that could jeopardize your investments? This week, we explore the emerging world of these high-stakes financial products, which have attracted a staggering $31 billion in just one year. We'll share personal stories and hard-learned lessons, stressing why thorough research and caution are crucial before diving into such complex strategies...

23 min
JUN 27

Tax Underpayment Penalties

Could rising tax penalties derail your retirement plans? Join us in this episode as we tackle the significant rise in tax penalties facing millions of filers and uncover the reasons behind this surge. We’ll unpack the intricacies of tax withholding and the importance of quarterly estimates, especially as you transition into retirement. With a focus on healthcare and insurance, we emphasize the critical need for thorough planning to safeguard your financial future.We also explore the impact of...

24 min
JUN 21

Diversification: always needing to say "Sorry!"

Can you really afford to put all your eggs in one basket? Tim and Brendan Malooly join me to dismantle the myth that US large-cap growth stocks are the only game in town. We're tackling the misconception that the classic 60-40 portfolio is obsolete, shedding light on the recent performances of bonds and other stock categories that prove the enduring power of diversification. We also take a deep dive into the dangers of momentum investing and the misguided excitement around recent winners like...

20 min
JUN 14

Rate Cuts in 2024?

What if the Federal Reserve isn't planning to cut interest rates as soon as the market anticipates? Join me, Tom Malooly from Malooly Asset Management, on our latest episode recorded on June 13th, 2024, where we unpack the latest Consumer Price Index (CPI) and Producer Price Index (PPI) reports that indicate a slowing pace of inflation. We dive into the outcomes of the Federal Reserve's recent meeting, exploring Chairman Jerome Powell's emphasis on the necessity of sustained lower inflation a...

19 min
MAY 3

Dissecting the Fed's Strategy in May 2024

Discover the Federal Reserve's latest strategic moves as we unpack Chairman Powell's firm stance against interest rate hikes and how it directly impacts your wallet. We cite financial commentator Callie Cox - her expertise helps to shed light on what steady rates mean for consumer loan rates, from mortgages to auto loans. Her sharp analysis on Twitter becomes the cornerstone of our discussion, providing valuable insights into the economic indicators that are shaping our financial landscape.Ga...

15 min
APR 23

Two Incomes, Two Outcomes: The Science of Spending Wisely

Discover the secrets to mastering your cash flow, no matter the size of your paycheck. As your guide through the tangled web of personal finance, I, Tom Malooly, reveal how two couples with identical incomes can live dramatically different financial lives. Step into the contrasting worlds of our real-life examples – no names, just hard-hitting facts – where one couple saves nearly $5,500 monthly while the other barely scrapes together $1,000. It's a tale of budgeting, saving, and the divergen...

17 min

5

out of 5

8 Ratings

Casey’s podcast

08/05/2023

Linny725

Congratulations Casey on your incredible successes. Your podcast was informative and interesting. Thank you and BRAVO!
Great podcast!

11/27/2017

Triton235

Very informative.

Fiduciary Fee-Only Financial Planner | Investment Advisor in Wall, NJ

Creator

Mullooly Asset Management
Years Active

2010 - 2024
Episodes

490
Rating

Clean
Copyright

© 2024 Mullooly Asset Management, Inc.
Show Website

Mullooly Asset Management