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:
- “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.
- 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.
- 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.
- 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.