Case Study: Sitting on Cash

Original Air Date: August 24, 2021  

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, to take a closer look at a common investor situation of having cash available for investment but are reluctant to invest it given that the stock market and real estate are at all-time highs, while rates on fixed income are as low as ever. 

Read the Related Article, "Is Cash King? Depends on Your Needs." at https://www.henssler.com/is-cash-king-depends-on-your-needs