Invest for Success

Friday with Mooney Lyons - Pacer

Friday with Mooney Lyons John Ullman

Friday with Mooney Lyons - Walt Alliance Bernstein

Friday with Mooney Lyons - John Kreschner

Friday with Mooney Lyons 1/6/2023

Secure Act 2.0

Join Keith Mooney as he talks through the newly passed legislation known as Secure Act 2.0 including changes to retirement savings and other critical topics. Mooney Lyons is currently offering a complimentary review of your investment portfolio.  There's no cost or obligation.  You can find out more by reaching out to the team at https://mooneylyons.com/ or by calling 847-382-2600.   You can also send an email to [email protected]. Securities offered through Triad Advisors, LLC. Member ...

Friday with Mooney Lyons 11/11/22

Tax Loss Harvesting and Direct Indexing

It's hard to believe we've turned the calendar to November, but as the end of the year approaches, it's time to start thinking about year-end taxes.  Today, Jeff Scheider from Mooney Lyons briefly explains two strategies that can be advantageous to investors. The first is tax loss harvesting.  This is the idea that if you sell certain securities at a capital loss, you can use those losses to offset capital gains in your taxes.  Jeff walks us through the process, including who and which inve...

6 Investor Fears and How To Handle Them

Ted Buckley of Mooney Lyons walks us through the 6 big fears investors are facing right now, and how to handle them.  They include: Inflation Longevity Risk Health and Long Term Care Risk Stock Market and Home Price Risk Tax Policy Risk General Policy Risk Mooney Lyons is currently offering a complimentary review of your investment portfolio.  There's no cost or obligation.  You can find out more by reaching out to the team at https://mooneylyons.com/ or by calling 847-382-2600.   Yo...

Friday with Mooney Lyons 8/26/22

Friday with Mooney Lyons 7/22

Friday with Mooney Lyons 7/8/22

Do's and Don'ts Of Market Volatility

Today, Keith Mooney of Mooney Lyons talks about what we should -and shouldn't - do during times of market volatility.  Before getting to specific advice, we take a look at where we sit, as of June 17, 2022. Aggressive investments are dropping, but so are more conservative ones.  What is stagflation?  And with inflation on the rise, how likely are we to see stagflation? The most important advice the Mooney Lyons team has for investors is this: Pull your emotions away from the investment dec...

Friday With Mooney Lyons 6/17/22

Join Joe Lyons of Mooney Lyons this Friday as he discusses the current environment for investing in Equities with Walt Czaicki of AB Global.   The current equity environment….volatility in equities and the markets       The importance of active management in difficult markets Tax Loss Harvesting….the importance of being actively involved in your portfolios Recession….sooner or later or not at all? Looking forward….should I stay the course?

Should You Retire in this Volatile Market?

We've seen quite a bit of volatility in the financial markets in the first 5 months of 2022.  For those getting ready to retire, this can be quite frightening.  Today, Ted Buckley of Mooney Lyons and Jon Gay look at the small and big picture when it comes to starting your retirement. Markets are often like headwinds and tailwinds - working with us or against us.  Obviously, we are now facing headwinds when it comes to inflation, interest rates, and the market itself. At the time of this re...

Retired – What do you want to do for the next 30 Years?

Ted Buckley at Mooney Lyons was looking for the perfect book to talk about all aspects of retirement planning - not just the money.  When he couldn't find it, he decided to write his own - "Retired – What do you want to do for the next 30 Years?" Today, through the prism of what Mooney Lyons offers clients as fiduciary advisors, we talk about the non-financial aspects of retirement, and what Ted covers in the book. When folks retire, they are often faced with the question of "now what?" Th...

January 2022 Market Update

Today, Jeff Scheider and Jon Gay take stock of the market as of January 27, 2022.  Where are we, where are we going, and what does that mean for our portfolios? Where are we? Current market situation….market performance, earnings, volatility (intra year declines) The Fed…..rates, inflation, balance sheet Geopolitical….Ukraine, Virus, elections Where are we going? Outlook for Markets, Equities, Fixed Income Where is the Fed headed? What does that mean for me and my portfolio? Know wh...

3 Important Things to Remember About Long Term Care

Mooney Lyons Phone Number: 847.382.2600 Mooney Lyons Website: https://mooneylyons.com/ Long Term Care may not be a subject we enjoy thinking about or talking about, but it can be a critical part of your retirement and long term financial strategies.  Today, Ted Buckley of Mooney Lyons joins Jon Gay to cover 3 important things to remember about long term care. Do I Need Long Term Care? What Types of Long Term Care Coverages Are Available? How Do I Pay For Long Term Care? Ted walks us thr...

Earnings Season Explained

Today, Jeff Scheider from Mooney Lyons is here to cut through the noise about all things related to "earnings season." Why do companies report earnings? What is earnings season? When is earnings season? What do the earnings mean for investors? What should I look for in an earnings report? What is earnings guidance? Where are we now with earnings results? Jeff also explains why, as technology improves, we start to see fewer earning surprises.  We also cover the effect of the COVID-19 ...

2021 Second Half Outlook

It's hard to believe we are halfway through 2021.  Today, Keith Mooney of Mooney Lyons joins Jon Gay to take a look at the outlook for the second half of this year. While COVID-19 still remains a worldwide threat, we are seeing the American economy emerging from its pandemic slumber.  Thanks to stimulus money and increased consumer spending, GDP growth is exceeding earlier expectations.  Also, pent up demand should help struggling travel and leisure sectors. It's not just tech companies th...

All About Inflation

Today, Jeff Scheider of Mooney Lyons joins Jon Gay to break down a topic that's been in the news frequently lately - inflation. We start by defining inflation - what is its textbook definition vs real world applications? We also explain buzzwords like deflation, reflation, transitory, and runaway inflation. Jeff explains where we are now, by looking at what the data say, what the markets say, and what the Feds say. Finally, we look at what inflation in its current form means for the mark...

The GameStop Craze Explained

No doubt you've read or heard about the insanity around GameStop stock lately.  The popular brick-and-mortar video game chain saw stock prices skyrocket, driven largely by day traders on Reddit and Robin Hood. Today, Keith Mooney of Mooney Lyons joins Jon Gay to walk through this entire phenomenon and clear up any misconceptions around it.  We explain some of the terms (short sale, short squeeze, and more).   Keith speaks to how the stock was devalued, then driven up in value, then had the...

2021 Outlook

Today, Ted Buckley of Mooney Lyons provides a look ahead to 2021. We start by looking back at 2020. Despite how terrible a year it was for many reasons, it wasn't as bad for the markets as you might think. Ted explains. Domestically, we have the Biden administration starting, with control of both houses of Congress.  Ted cautions against overemphasizing the results of an election, but the Democrats will set the agenda, at least for now.  This could lead to investment opportunities on the d...

End Of The Year Money Moves

2020 has been a tumultuous year for most of us, between market volatility, the pandemic, and the US Presidential Election.  For some, it may have resulted in a job loss, an early retirement, or other financial issues.  Today, Ted Buckley from Mooney Lyons joins Jon Gay to talk about the questions you should ask yourself as we (finally) wind down 2020 and look forward to next year. What has changed for you in 2020? Do you engage in tax-loss harvesting? Do you want to itemize deductions? C...

ECONOMIST ON THE ELECTION

Jeff Scheider and First Trust Economist Andrew Opdyke discuss the following: • Where do we stand heading into the election • Economic consequences of election results • Tax Consequences of election results • Where to invest in the market based on election results Resources: Call Mooney Lyons at 847-382-2600 Visit online: MooneyLyons.com Or email: [email protected] Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Sol...

Election Update

Today, Jeff Scheider from Mooney Lyons takes a nonpartisan look at where the US Election stands 5 weeks out.  Jeff begins by offering some historical perspective on the last 80 years, and where we stand today. We are certainly in for an election like we've never seen, between a large number of swing states, record mail in balloting, and both sides lawyering up. We break down the three likely outcomes of the election and what each result could mean for the market and your finances. A Bide...

The Importance of Estate Plans

Today, Joe Lyons and Jon Gay are joined by a valuable resource in the Mooney Lyons network, attorney Heather Kroencke of Zanc, Coen, Wright and Saladin in Crystal Lake.  Now, more than ever, it's important to have an estate plan.   Heather answers many questions, including: Who should have an estate plan? What's included in a full plan? What's the difference between a will and a trust? Differences between a living will and healthcare power of attorney Who should be my trustee and execut...

What Makes Mooney Lyons Different

What makes Mooney Lyons different is their value proposition. Today, Keith Mooney explains the Mooney Lyons Wealth Management Formula. Wealth Management = Investment Consulting + Advanced Planning + Relationship Management. Specifically, Advanced Planning = Wealth Enhancement + Wealth Transfer + Wealth Protection + Charitable Giving. Throughout today's episode, Keith will explain each of these terms and how Mooney Lyons has cultivated a vast network of professionals - inside their firm a...

Pandemic Market Insight

Walt Czaicki, Senior Equity Strategist with AB Global, joined us to discuss investing in stocks and the market through the current pandemic. This visit we will discuss the following: • Thematic Investing through the pandemic • What role ESG (Environmental and Social Governance) plays in the portfolio • What the results of the election mean for the economy   For more, call Mooney Lyons at 847-382-2600 Visit online: MooneyLyons.com

5 Moves to Consider with Your 401k

Today, Ted Buckley discusses 5 moves to consider with your 401k. Consistently invest as much as you can each pay period. Should you take out a loan on your 401k? Differences between traditional and Roth Options if you leave your current employer Is an in service rollover right for you? (Bonus): Make smart investment choices. Finally, we explain why it's important to work with a fiduciary financial consultant, that, by law, must put your financial best interest first. For more, call M...

How Past Market Events Can Help Us Through Coronavirus

While a global pandemic may be a first for most of us, there have been traumatic events in our history that have caused wild market swings.  Today, Joe Lyons of Mooney Lyons joins Jon Gay to offer some perspective, and how these events can help us through the current situation. When Have We Seen This Before? How Are People Handling It? What has Mooney Lyons done,- past present, and future -to adapt to changing times? We also take a look at how technology is being leveraged in our new nor...

Meet Lucas Wandell

Today we meet the newest member of the Mooney Lyons team, Lucas Wandell. Lucas holds his CRPC® designation and is currently working toward his CFP. He joined Mooney Lyons from Merrill Lynch this past December. When Lucas came over, he began working on new process for ML clients that will help streamline interactions with the team, creating a blueprint for items that will be discussed in each meeting and simplifying the process, especially in our current climate of virtual meetings which  ha...

An Economist's Look at the Current Market Landscape

Mooney Lyons was joined by Andrew Opdyke, an economist with First Trust. We discussed several facets of the economy including investing internationally both during and after the COVID-19 pandemic and what the economy looks like moving forward.  We will also discussed timely topics like oil, unemployment, recession and inflation.   First Trust is not affiliated with Triad Advisors or Triad Hybrid Solutions. The opinions expressed during the session are those of the guest speaker.

Recovery Watch - A unique discussion on the COVID - 19 Outbreak

Mooney Lyons hosted Recovery Watch - Presented by Dr. Bill Lloyd May 8th.  It was a unique discussion on the COVID - 19 Outbreak. Dr Lloyd is a board-certified surgeon and pathologist. As Health Director for Transamerica Advanced Markets, he provides valuable medical expertise for Transamerica’s Wealth + HealthSM thought leadership initiative. Transamerica is not affiliated with Triad Advisors or Triad Hybrid Solutions.

A Stock Market or A Market of Stocks?

At Mooney Lyons, we are committed to providing valuable resources to help you during these uncertain times. Experts from AB Global offer market insight into how COVID-19 has affected the economy and what you can expect to see as the market recovers. Learn investment tips and strategies to help you come out on the right side of change in the weeks and months ahead.   AB Global is not affiliated with Triad Advisors or Triad Hybrid Solutions. For more, call Mooney Lyons at 847-382-2600 Visit...

THE CARES Act and Businesses

In our previous episode, Keith Mooney broke down the Coronavirus Aid, Relief, and Economic Security (CARES) Act and how it will affect individuals.  Today, Greg Scheider of Mooney Lyons joins us to explain how the CARES Act will affect businesses. Paycheck Protection Program Economic Injury Disaster Loans Employee Retention Tax Credit A Warning About the Families First Coronavirus Act For more, call Mooney Lyons at 847-382-2600 Visit online: MooneyLyons.com Or email: info@mooneylyons....

The CARES Act

Today, Keith Mooney of Mooney Lyons breaks down the Coronavirus Aid, Relief, and Economic Security (CARES) Act - and the major provisions of it. Who does it help? Economic Impact Payments  Who is eligible? How much will the payments be? How will the payments arrive? Unemployment Benefits Employee Sick and Leave Benefits Retirement Accounts Hardship Withdrawals - what are they and who is eligible? Required Minimum Distributions - how are 2020 RMDs affected? Student Loans - which on...

What To Do About It

The world is changing very fast, thanks to the global pandemic of Coronavirus (COVID-19), and the resulting market volatility. Today, Ted Buckley from Mooney Lyons covers three areas: What's Happening What's Causing It What To Do About It For more, call Mooney Lyons at 847-382-2600 Visit online: MooneyLyons.com Or email: [email protected] Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a regi...

The Corona Virus - What To Do About It

The world is changing very fast, thanks to the global pandemic of Coronavirus (COVID-19), and the resulting market volatility. Today, Ted Buckley from Mooney Lyons covers three areas: What's Happening What's Causing It What To Do About It For more, call Mooney Lyons at 847-382-2600 Visit online: MooneyLyons.com Or email: [email protected] Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered in...

Realizing a Successful Investment Process

In today's episode, Mooney Lyons investment strategist Jeff Scheider talks about the investment process: Steps to realizing a successful Investment Process Have a reasonable and attainable goal….define what you are trying to do Build a portfolio that matches your investment goal and your risk tolerance….know what you’re buying…correlations….category drift Validate your portfolio….get 2nd opinions….find trustworthy people…use outside resources Monitor…..keep track of what’s going on in t...

The SECURE Act

The SECURE Act was signed into law just before the holiday and it took effect January 1, 2020. It can affect a number of things in your financial future.  Today, Mooney Lyons advisor Eric Mesko breaks down the following areas of the SECURE Act: Removal of age limits on IRA contributions Increase in RMD age to 72 Elimination of the Stretch IRA Exception for birth or adoption of a child 529 Plans for student loan payments Auto Enrollment Tax Credit Increased tax credit for employer spon...

Top 6 Things To Look For In Choosing a Financial Advisor

Ted Buckley runs through the top 6 things to look for in a financial advisor, and explains why the family approach has been so successful for Mooney Lyons. Are they smart & are they experienced ? Do they work as a team? What is their investment process? Do they have an Investment  process? Do they put a financial  plan together as a tool to get new clients or do they offer a financial plan as a map to guide you through a fulfilling life? Are their fees reasonable and do they openly disc...

8 Timeless Principles of Investing

Keith Mooney is here to break down each of the 8 Timeless Principles of Investing: Focus on What You Can Control Put Time On Your Side Tune Out The Noise Don't Try To Time Markets Understand All Forms of Risk Avoid The Emotional Roller Coaster Kick Up The Savings Delegate The Details Combining aspects of each of these principles can help you in your financial future. For more, call Mooney Lyons at 847-382-2600 Visit online: MooneyLyons.com Or email: [email protected]   Secur...

Trailer

Meet Keith Mooney, of Mooney Lyons in Chicagoland.  Keith tells you a bit about the company, what sets them apart, and what you can expect in this podcast. For more, call Mooney Lyons at 847-382-2600 Visit online: MooneyLyons.com Or email: [email protected]