Mullaney Trust Briefs

10 Vital Rules to Protect Your Investments

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  1. Select a mature advisor who has managed money in several market cycles. Determine if your advisor is a “time-tested” advisor. Ask these questions: How did his investment ideas perform in the 1987 crash? What did he learn from the decline of 2000 through 2003? What method does he use to determine when to reduce your percentage of stocks and mutual funds?

Information Manipulation & Your Money

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The institutions you trust and invest with will determine the condition of your financial security. Have you been as careful as might have been? Can you be too careful today?

Message from the President - December 21, 2007

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When I think about how Americans see their own history, I am reminded of that line, powerfully delivered by Jack Nicholson, “You can’t handle the truth!” While his character was despicable, the message described a certain mindset: a mindset of complacency, passivity and ignorance towards the world around them.