March 15, 2023 – Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine coverage of what are advisors telling clients to do about their cash accounts with the recent bank failures. “Think of liquidity in terms of number months to fund lifestyle and add an amount for short-term goals,” said FitzPatrick. “A sufficient liquidity amount is unique to the client.” Read the full piece ‘Some Advisors Tell Clients To Limit Bank Deposits To $250K Per Bank.’ here: https://bit.ly/42cykwc
