MULVIHILL ASSET MANAGEMENT, LLC
The advisors formerly registered with Mulvihill Asset Management are continuing to serve clients as investment advisor representatives of Smith Anglin Financial, LLC. Effective 11-30-2017, Mulvihill Asset Management, LLC voluntarily withdrew its registration as an investment advisor firm. There is no common ownership or control between the firms.
SMITH ANGLIN FINANCIAL, LLC
Henry N. Mulvihill, Jr., and Erick B. Dahl are Investment Advisor Representatives of Smith Anglin Financial, LLC. The address of Smith Anglin Financial is 14755 Preston Road Suite 700 Dallas, TX 75254. The telephone number of Smith Anglin Financial, LLC is 972-267-1244, and the website is www.smithanglin.com. Smith Anglin Financial offers advising, planning and consulting, investing, life and health insurance and other services to individual and institutional clients. As an independent firm, Smith Anglin is not captive to any investment or insurance company. Smith Anglin is able to provide services and investments to clients through relationships with many of the largest financial services and insurance companies.
For investment services, Smith Anglin Financial is fee-only, no commissions.
For insurance services, Smith Anglin Financial may receive commissions.
Hank N. Mulvihill, Jr., CCM, CWS, CFP has been recognized multiple times by the Five Star Award, Wealth Manager, by Texas Monthly.
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MULVIHILL ASSET MANAGEMENT, LLC sponsors the influential FED FRIDAY Economic Outlook and Risk Management Forum.
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Newsletters
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Two Tax-Friendly Retirement Plans for the Self-Employed
Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
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Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
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Equity REITs: Is There Room for Real Estate in Your Portfolio?
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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Home Energy Rebates Could Save You Money
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.