Managing Your Cash Reserves in a No-Yield Environment

Presenters:
Jim Bell, CFP®, President & Founder
Matt King, CFA, Managing Director, Chief Investment Officer

Join us for an in-depth look at how Bell is managing its clients’ cash reserves in today’s low interest rate environment.

Our discussion will include:

– Differentiating between emergency and excess cash reserves
– Exploring appropriate and rewarding investments for your cash
– Understanding the true costs of money market funds

To view the video of this webinar click here.

Scroll to Top