Mullooly Asset Management

De: Mullooly Asset Management
  • Resumen

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

    © 2024 Mullooly Asset Management, Inc.
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Episodios
  • Fed Rate Cuts, the Yield Curve, and Social Security Decisions
    Sep 13 2024

    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 market stability and investor sentiment. This episode offers a detailed analysis of potential market impacts as we ponder the extent of future rate cuts to manage economic conditions.

    Travel back with us to the 1987 stock market crash and the evolution of financial news. We'll reminisce about the days before CNBC and discuss the significance of economic indicators like the yield curve and job reports, which continue to influence market sentiment today. You'll also find practical advice on financial planning strategies, whether you're contemplating early retirement or working into your 60s. We'll cover the implications for Social Security benefits and offer insights into making informed decisions about your financial future. Tune in for a blend of historical reflection and actionable financial guidance.

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    30 m
  • Recent Small Cap Action Shows Asset Allocation Key
    Jul 26 2024

    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. Drawing on insights from Datatrek Research and Nobel laureate Daniel Kahneman, we explore the unpredictable nature of markets and the importance of staying diversified.

    As we wrap up this insightful discussion, we remind our listeners that the perspectives shared are meant to educate and inform, not dictate investment choices. The opinions expressed are personal and may not necessarily represent the views of Mullooly Asset Management. Make sure to catch our next episode for more valuable financial insights and strategies to help you navigate the ever-evolving market landscape. Stay tuned and stay informed!

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    15 m
  • New ETF Strategy Sparks Immediate Interest
    Jul 16 2024

    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. While these ETFs seem to be tailored for current market demands, they might not be suitable for everyone or adaptable to future conditions.

    In our deep dive into risk management strategies, we dissect the mechanics of buffer funds and their role in smoothing out market volatility. You'll learn how these products trade off downside protection for capped upside returns and why understanding this dynamic is essential for long-term success. We'll connect the dots from the 2008 financial crisis to present-day sentiments and discuss how upcoming events, like elections, could sway investor behavior. Our goal is to equip you with the knowledge needed to make informed decisions and understand the full implications of incorporating these financial tools into your investment portfolio.

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    23 m

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