As Casey prepares another episode of the Mullooly Asset Show, now would be a good time to go back and watch last week’s episode! You can check it out HERE on our YouTube channel.
Here’s what I’ve been reading this morning:
‘My Favorite Investment Writing of 2022’ – Nick Maggiulli – Of Dollars and Data
- For the 6th year in a row, Nick shares his favorite pieces of writing for the year 2022. However, this time around the market hasn’t really cooperated. I would highly recommend taking the time to read through every post linked in this article!
‘Three Questions to Answer Before Investing in an Active Fund’ – Joe Wiggins – Behavioural Investment
- There’s a lot of debate back and forth between active and passive investment funds. This post looks at three important questions to answer before allocating money into an active fund.
‘The Biggest Tax Changes to Know Before Filing Your 2022 Return’ – Kate Dore – CNBC
- There have been some changes that folks need to know about before filing their 2022 tax returns. This article outlines how people may end up seeing smaller refunds or having a larger tax bill for this year.
‘Don’t Project Irrational Expectations Upon Your Kids or Your Portfolio’ – Tony Isola – A Teachable Moment
- We talk all the time here with clients about properly setting expectations. This article from Tony discusses expectations for your children as well as your investment portfolio.