November 18, 2013

Greetings! I trust that this will find you well and enjoying life.


I want to challenge you about something today. Do you have too much cash sitting in the bank earning .25%? As we get older we tend to want more liquidity for security purposes which is understandable, however the liquidity has a big price tag on it because of the incredibly low rates banks are paying at this time. If you find yourself in this position call us and let’s look at some safe money alternatives to bank type assets that are paying in the 4% – 5% range. Nothing I read leads me to believe that bank rates are going up any time soon.



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