In this 8-minute installment, we’ll cover:
- A playbook for thinking about clients' cash and short-term funding needs
- Cash in a rising rate environment
- Simplification vs complication - when is it worth the squeeze
- Uncertain vs. Certain timing
- Uncertain timing vehicles:
- Custodial sweeps
- S/T + Ultra Short
- Move the money out - Online savings + others
- Certain timing
- FDIC insured CDs
- T-Bills + other fixed income options
- Working with your custodian’s fixed income desk
- To charge or not to charge
If you have any questions don't hesitate to email support@xyinvestmentsolutions.com or call (360) 301-7579.
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