Case Study: Investors Who Want to Stay in Cash

Original Air Date: September 14, 2024  

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