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Cash is the most overlooked component of a diverse asset allocation strategy, yet returns are possible just like any other asset class. Because cash should be managed—not parked—review the different cash management vehicles and determine which would work for your clients in terms of yield and safety.
Moving assets into some highly liquid, short-term investments may be one way to maintain a low risk profile. Consider these strategies for managing clients' cash.
CDs now come in a couple of flavors: bumps-ups and "liquids." If you're looking for a place to put cash in a rising interest rate environment, these new features might be appropriate for your clients.
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