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Case Study: Investors Who Want to Stay in Cash

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Manage episode 440400161 series 12842
Indhold leveret af Henssler Financial. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Henssler Financial eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Text us your financial questions!

Henssler Money Talks — September 14, 2024 Case Study
Season 38, Episode 37

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

  continue reading

447 episoder

Artwork
iconDel
 
Manage episode 440400161 series 12842
Indhold leveret af Henssler Financial. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Henssler Financial eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Text us your financial questions!

Henssler Money Talks — September 14, 2024 Case Study
Season 38, Episode 37

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

  continue reading

447 episoder

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