WEBINAR | Cash On The Sidelines: How To Make It Work | 4/25/24

Insights on how to manage the cash and fixed income portion of your portfolio.

Brian Jacobsen, PhD, Annex Wealth Management’s Chief Economist, and Deanne Phillips, CFP®, CDFA®, ABFP℠, Director of Client Learning and Development, will discuss the many questions we’re hearing about the fixed income portion of portfolios – and your options as the Fed seems to hint at a slow decline in interest rates. If you have cash you’re holding, wondering when or how to move it, join us as we walk through fixed income in our current rate environment. As always, we’re leaving time for your questions during the presentation.