• It's All Money - Should I Put Everything In A 5% Money Market?

  • Jul 17 2024
  • Duración: 30 m
  • Podcast

It's All Money - Should I Put Everything In A 5% Money Market? Por arte de portada

It's All Money - Should I Put Everything In A 5% Money Market?

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  • It seems simple enough- "money markets" and other instruments are "paying 5% right now". Who doesn't want to make 5% on their money doing nothing? So should you shift your entire portfolio to something with purported reliable returns and alleged "lack of risk"? Wait...WHY are savings accounts paying 5%? It's All Money Host and Sonoma Wealth Marketing Director Dano Weir sits down with Sonoma Wealth Co-Founder Chris Sipes CFP®, AIF® to discuss the circumstances which have led to savings rates "partying like it's 2009" and potential upsides and downsides to making a move there. See the Slides and References here: https://sonomawealthadvisors.com/file/9/Its%20All%20Money%20Episode%202-Money%20Markets.pdf
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    This content was produced by Fermata Advisors, LLC, an SEC registered investment advisor, d/b/a Sonoma Wealth Advisors. The opinions expressed by Fermata Advisors, LLC on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
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