The age old question advisors here from new clients, “so what can I expect my investments to return with you guys?” In this week’s podcast, the four Mullooly men break it down. Take a listen to it here!
Here’s what I’ve been reading this morning:
‘Don’t Worry About Social Security’ – Mullooly Asset Show
- “It’s not going to be around when I need it” “I’m putting all this money in and probably won’t see a nickel of it in 15 years” In this week’s video, Tom explains how he’s been hearing these claims about social security for 30 years now.
‘Why are TIPS Losing Money With Inflation at 9%?’ – Ben Carlson – A Wealth of Common Sense
- When inflation is high, like it is right now, TIPS seem like a very attractive investment choice to people. However, as people are starting to realize, they are also more complicated than expected. Ben addresses how TIPS could be losing money this year.
‘Tax Dodging’ – Adam Grossman – Humble Dollar
- Adam shares a story about a client who was upset about a surprise $113,000 capital gain she discovered at tax time. Rightfully so! He shares five ways to dodge taxes like what his client incurred.
‘Three Things I Think I Think: Bad Ideas’ – Cullen Roche – Pragmatic Capitalism
- In our industry, there are no shortage of bad ideas. In this latest installment of Three Things I Think I Think, Cullen addresses 3 bad ideas that are top of mind right now: ESG investing, using time as an investment factor, and bad student loan policy.
ENJOY!
