Do Your Clients Have Enough Liquidity?
March 2, 2021 by Del Fujinaka
Liquid assets are a major component of a healthy financial plan. Are you making sure your clients have the cash they need to hedge against disasters?
Income shocks produced as a result of the pandemic have had a somewhat purifying effect on financial planning. Before COVID-19, many consumers were dismissive of the idea that strong portfolios need to contain substantial amounts of cash. However, with the COVID-19 lockdowns, most Americans now comprehend the critical role of liquid assets in surviving the unexpected.
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