Cash an Important Element for Financial Strategies
While cash isn’t often the first term investors think about
when developing a well-balanced wealth plan, cash has an important role to
play. That’s why you may want to consider how liquidity can strengthen your
portfolio.
Indeed, liquidity management may play a fundamental role in
the relationship you have with your financial professional, because it helps
provide flexibility within a well-balanced financial strategy. Liquidity
includes everyday living and lifestyle cash needs, strategic borrowing and
generating an income during retirement.
