What risks does the speaker associate with short-term investments?
Crossmark's Doll Says Some Cash in Portfolio 'Not a Stupid Idea'
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The video discusses investment strategies focusing on equities, cash, and bonds. It highlights the importance of having cash in a portfolio, adjusting exposure in balanced accounts, and evaluating bond investments. The discussion also covers reinvestment risks and potential rate cuts, emphasizing a diversified approach to managing investments.
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2 questions
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1.
OPEN ENDED QUESTION
3 mins • 1 pt
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2.
OPEN ENDED QUESTION
3 mins • 1 pt
How does the speaker view the changes in treasury yields over the past 18 months?
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