As part of our technology-enabled client experience, we use eMoney Advisor’s breakthrough software to help our clients maintain financial clarity. The platform includes an intuitive interface that you can view on any device, and planning and collaboration tools that help simplify the wealth management process.
Log In to eMoneyWhen money markets are yielding 5+%, is there a case for investing in cash, or moving to cash? Tempting, I know.
In this episode, I share the biggest factors you need to consider, along with some compelling data on the impacts of moving to cash vs. staying invested, and why time in the market vs. timing the market matters.
Let’s get to it…
Find out what we’re seeing as today’s best-in-class investments and most effective tax minimization strategies.
