Investment Strategy Guide for Managing Cash Floats Safely

Financial advisors recommend holding cash reserves in the safest available assets while taking calculated equity risks through broad diversification tailored to individual risk tolerance.

31 Aug, 12:01 — 31 Aug, 12:01

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advisor-perspectivesMostly Factual3d ago

Keeping Your Float Afloat: A Guide to Earning What You Deserve on Your Cash

Our overall investment philosophy is that you should manage your float in the safest assets possible and take your risk through owning an amount of broadly diversified equities as appropriate for your level of risk aversion and your view of their expected risk premium and risk.

By Victor Haghani, James White

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Investment Strategy Guide for Managing Cash Floats Safely

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Keeping Your Float Afloat: A Guide to Earning What You Deserve on Your Cash

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