Chapter Meeting: Effective Strategies for Cash Management

The panel discussion will cover a broad range of themes, including multiple strategies for cash investments, such as money market funds, certificates of deposit (CDs), Treasuries and other short-term investments. Rick Holland and Serif Denktas will talk about why a money market fund is a good substitute for a bank account. They will review the safety of money market funds, how they work in a rising rate environment, how to use Treasuries instead of bank CDs and how to build a cash portfolio. Many investors will find these creative ways to maximize their yield valuable and rewarding. The panelists will also answer questions from the audience.

Speakers: Rick Holland & Serif Denktas