When presented with the option is it better to take a lump sum or monthly pension? If you've changed jobs before or are on the cusp of retirement, this question of lump sum or monthly payment will likely require an answer. This topics applies to every corner of...
The Worst Investments During Inflation? Podcast 434 Transcript Welcome back to the Mullooly Asset Management Podcast. This is episode number 434. This is Tim Mullooly once again here with Tom Mullooly. Tim: We have a couple articles that we want to dive into today....
Silicon Valley Bank, SVB, and FDIC coverage. Suddenly lots of questions arose this past week. There is an old saying in the banking business: "Banks borrow short, and lend long." This means banks borrow money from you (a depositor) which they have to be ready to...
What are the “worst” investments during periods of inflation? There has been a rush to create many inflation-related products on Wall Street.
Personal finance probably might not be at the top of anyone's summer to-do list. But if the doom and gloom financial headlines have you feeling like you have no control over your personal financial situation, it's time to shift your focus. The stock market and economy...
You understand the importance of estate planning, but sometimes it’s a question of where to start. No matter your net worth, you need a plan set in place that can help your heirs understand your final wishes and distribute your estate properly. As you prepare to...
Tax planning is not something that only happens around tax season. There are tax strategies that can be implemented in the middle of the year too. As is true with financial planning, tax planning is an ongoing process and not a one time event. Thankfully, there are...
It's official, the S&P 500, the most widely followed stock market index, has doubled off the March 2020 pandemic lows. In this week's podcast, the guys discuss how the S&P got to this point. And the different trends we've seen underneath the surface which have...
Inflation, the word that seems to be everywhere lately. Yes, it is true, as the cost of goods rises, the value and buying power of retirement accounts may diminish. Goods and services will cost more 30 years from now than they do today. That's just how things work....
With the Russell 2000, a popular small cap index, set to be reconstituted later this month, we wanted to go over an investing best practice, and remind folks to KNOW WHAT YOU OWN! Tom breakdowns how two of the top names in the Russell 2000 index are (most likely)...
