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Chapter Meeting: Effective Strategies for Cash Management

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Henry C. and Rick G.
Chapter Meeting: Effective Strategies for Cash Management

Details

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

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AAII Atlanta Investment Chapter
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Charles Schwab
1105 Hammond Dr · Atlanta, GA