• Are You Holding Too Much Cash in Your Portfolio?

  • Jul 9 2024
  • Duración: 11 m
  • Podcast

Are You Holding Too Much Cash in Your Portfolio?

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  • Resumen

  • With rates at multi-decade highs, the interest you generate on cash is much higher than it has been in a long time. The problem is, now investors are leaning too much on cash in their portfolios, which can drag down long-term returns. Today, we're going to break down how to calculate the appropriate amount of cash to hold in your portfolio for more optimal management


    Key Topics:

    • Breaking Down How Much Cash You Should Have on the Sideline (02:12)
    • For Those Who Hold Too Much Cash (06:22)
    • For Those Who Don’t Have Enough Cash (08:35)
    • Bottom Line: Find that Happy Medium (09:55)


    This Episode is intended to be financial education only and is not intended to be specific tax, legal, or investment advice. Please consult a professional for specific advice. Subscribe to our weekly planning insights newsletter: https://mdrnwealth.com/blog/ If you need specific advice you can contact us at Advice@mdrnwealth.com or at: https://www.mdrnwealth.com
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