Have you been keeping up with the new episodes of the Mullooly Asset Show? If not, you can find every episode of the show on our YouTube channel! Another episode should be dropping any day, so don’t wait!
Here’s what I’ve been reading this morning:
‘Do You Know What Tax Bracket You Are In?’ – Casey Mullooly – Mullooly Asset Management
- The hope with understanding what tax bracket you are in is that you will never be surprised come tax time. The best tax strategies are actually implemented throughout the year, not just when filing the return. And the best place to start is the basics.
‘5 Lessons From an Awful Year for Financial Markets’ – Ben Carlson – A Wealth of Common Sense
- Stocks, bonds, you name it – 2022 was an awful year for the markets. As much as people would like to forget about it and move on, Ben stresses the importance of learning lessons from tough years. He outlines 5 lessons to pull from 2022.
‘With Retirement-Spending Plans, the Odds are Stacked in the Investor’s Favor’ – John Rekenthaler – Morningstar
- In this post, John walks through how retirement spending plans have changed over the years, and how today they tend have a conservative nature to them. Some people end up realizing they could’ve spent MORE in retirement.
‘Bonds Over Stocks: The New 60-40 Portfolio’ – Matt Wirz, Jack Pitcher – The Wall Street Journal
- After a down year for both stocks and bonds in 2022, some folks in the industry are thinking that 2023 might be a year to overweight bonds in your portfolio instead of stocks.