Posts in Helpful Tips
How should investors deal with lump sums?

For many wealthy individuals, the sale of a business is a key turning point in their lives. When markets are uncertain, as they are today, it can be difficult to know when to put the resulting cash windfall to work. But one thing is for sure: staying in cash over the long term is almost certain to be harmful for their wealth. Since 2009, the purchasing power of cash has declined more than 15% in the US, for example, exceeding the inflationary experience in the 1970s.

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Helpful TipsLucy Hitchcock