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Case Study: Investors Who Want to Stay in Cash

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Manage episode 440400161 series 12842
Kandungan disediakan oleh Henssler Financial. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Henssler Financial atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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

443 episod

Artwork
iconKongsi
 
Manage episode 440400161 series 12842
Kandungan disediakan oleh Henssler Financial. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Henssler Financial atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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

443 episod

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