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...
What are the worst investments during inflation? The answer may surprise you. In our podcast this week, episode 434, Tim and Tom discuss how there has been a rush to create and bring to the market many inflation-related products on Wall Street. Wall Street tends to...
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...
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...
