Mullooly Asset Management

Mullooly Asset Management


Latest Episodes

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

Recent Small Cap Action Shows Asset Allocation Key
July 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 occurrenc

New ETF Strategy Sparks Immediate Interest
July 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-st

Tax Underpayment Penalties
June 27, 2024

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 th

Diversification: always needing to say "Sorry!"
June 21, 2024

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 We're tackling the misconception that the classic 60-40 portfolio is obsolete, shedd

Rate Cuts in 2024?
June 14, 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

Dissecting the Fed's Strategy in May 2024
May 03, 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 stea

Two Incomes, Two Outcomes: The Science of Spending Wisely
April 23, 2024

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

Discussing the Social Security Break Even Podcast 475
March 28, 2024

Unlock the secrets to maximizing your Social Security benefits with the guidance of JP Morgan's treasure trove of insights! Brendan and I dissect the Social Security Breakeven Point Chart in a way that will forever change how you think about your golden y

Taming Inflation's Fury: Paul Volcker's 1979 Financial Revolution and Today's Investment Strategies
March 01, 2024

Step back into 1979 with us, as we unearth the decisive steps taken by Federal Reserve Chairman Paul Volcker to tame the rampant inflation that threatened to unhinge the U.S. economy. Our narrative weaves through the socio-economic tapestry of the Vietnam