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What to do With a Lump Sum

What to do with a Lump Sum

Key Points From This Episode

  • Managing lump sums from various sources, including inheritances, bonuses, or investment returns.
  • Importance of a cautious approach when dealing with unexpected large sums of money.
  • Utilizing a high-yield savings account to safely park lump sums.
  • Emotional considerations and challenges that accompany managing sudden wealth.
  • The dangers of quick spending after receiving a lump sum.
  • The role of professional financial advice in decisions about lump sums.
  • Benefits of delaying major purchases and investments to ensure they align with long-term financial goals.


If you have any questions about the topics discussed or want to schedule an introductory call, feel free to reach out via phone or email.

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This program is only intended to provide education about the financial industry. All opinions contained in this podcast are subject to change at any time without notice to determine which, if any, investments may be appropriate for you, please consult with your financial advisor prior to investing. Any past performance discussed during this podcast is not guaranteed of future results. As always, please remember that all investing involves risk and possible loss.

The commentary on this website reflects the personal opinions, viewpoints and analyses of the Ascend Investment Partners employees providing such comments, and should not be regarded as a description of advisory services provided by Kesler, Norman & Wride, LLC dba Ascend Investment Partners or performance returns of any Ascend Investment Partners Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Ascend Investment Partners manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. 

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