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Case Study: Investors Who Want to Stay in Cash
Manage episode 440400161 series 12842
Text us your financial questions!
Original Air Date: September 14, 2024
Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, in a discussion about investors who have nearly 70% of their portfolio in money markets and other cash equivalents. They discuss locking in returns with bonds and how we would apply the Ten Year Rule to their situation.
Read the Article: https://www.henssler.com/when-playing-it-safe-backfires-how-too-much-cash-can-hurt-retirement
401 episodi
Manage episode 440400161 series 12842
Text us your financial questions!
Original Air Date: September 14, 2024
Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, in a discussion about investors who have nearly 70% of their portfolio in money markets and other cash equivalents. They discuss locking in returns with bonds and how we would apply the Ten Year Rule to their situation.
Read the Article: https://www.henssler.com/when-playing-it-safe-backfires-how-too-much-cash-can-hurt-retirement
401 episodi
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1 Henssler Money Talks - February 22, 2025 1:00:48
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