Henssler Money Talks
Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email drgene@henssler.com or call 1-855-429-9166. Money Talks also airs Saturdays on 920 AM WGKA in Atlanta.
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Henssler Money Talks
Case Study: Investors Who Want to Stay in Cash
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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
