Why Cash Should be a Part of Your Investment Portfolio # 416

20/10/2023 19 min
Why Cash Should be a Part of Your Investment Portfolio # 416

Listen "Why Cash Should be a Part of Your Investment Portfolio # 416"

Episode Synopsis

Having a well-diversified investment portfolio is one of the most basic guidelines in financial planning. Having cash on-hand should be part of that plan. Today, John Walker, Regional Vice President, Mercer Advisors, discusses why having a part of your portfolio in cash is necessary. Listening Time: 19 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.