Send us a textDiscover essential strategies to safeguard your HOA Reserve Funds with expert Dave Lynn. Prioritize safety, optimize liquidity, and ensure returns!❗Join our LIVE Podcast April 1st 2024 on Youtube! 👉  https://www.youtube.com/watch?v=24KbKsKyoNY✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/In this week’s episode, we delve deep into the intricate world of HOA Reserve Funds with the accomplished expert, Dave Lynn. Dave has been at the forefront of crafting sound financial strategies for Homeowners Associations for over a decade, ensuring that communities not only have adequate funds for the future but also make the most out of their existing reserves. Join us as we discuss the importance of prioritizing the safety of these funds, learn how to navigate the complexities of liquidity management, and discover innovative ways to maximize returns without compromising on security. Whether you're a board member seeking guidance, a homeowner keen to understand how your funds are managed, or simply curious about best practices in community finance, this episode promises valuable insights and actionable advice. Equip yourself with the knowledge to make informed decisions and ensure your community's financial healthConnect with Dave Lynn: https://www.lynnwm.com/[email protected] from today's episode: Keep your HOA Reserve funds safe!00:00 Taking risks with HOA Reserve Funds is the worst decision01:00 Introduction to Dave Lynn02:27 The 3 priorities of HOA Reserve Fund investing07:41 Maximizing financial liquidity11:06 CDs & T-bills (Treasury Obligations)13:32 Financial safety when investing for your HOA Reserve Fund16:39 Community Financials Ad Break17:11 Diversification of HOA assets & FDIC limit21:54 What does it cost to get a wealth management group to work with your HOA?28:05 What are people currently getting in 6 month, 2 year, and 3 year CDs?29:43 Where do you go to get in contact with a wealth management company for your HOA?Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected] yourself or a Board Hero you Know!Board Hero NominationsBoardmember Merch Store!Connect with Hosts on LinkedInJulie AdamenKevin Davis, CIRMSRobert Nordlund, PESupport Our SponsorsAssociation Insights & MarketplaceAssociation ReservesCommunity FinancialsKevin Davis Insurance ServicesStokelight Video & MarketingThe Inspectors of Election

Ver todos los episodios