Jody Robinson

Cash plays an important role in every financial plan, but holding too much can come with hidden costs.

With inflation still above short-term cash yields, excess cash may lose purchasing power over time. While savings accounts and money market funds are valuable for near-term needs and emergency reserves, long-term financial goals often require assets that have greater potential to grow and outpace inflation.

The key isn't avoiding cash—it's making sure your cash allocation aligns with your financial plan, time horizon, and long-term objectives.

Cash has a purpose.
So does staying invested.

Read this week's to learn more:

Portfolio Manager Insights | The Role of Cash in a Portfolio — 7.15.26 An important yet counterintuitive issue for investors is that long-term interest rates have risen despite the Fed’s latest cuts. Why is this happening and how does it impact investor portfolios?