LIQUIDITY

Wealth for now
Are you ready for life’s surprises?

In a world of uncertainty, how can you move forward with confidence? A liquidity strategy can help. It’s designed to provide cash flow for short- term expenses, so you can be ready for what comes your way.

What is it Designed To Do?

-Fund expenses for the next 1-3 years.
-Allows you to avoid the need to tap long- term investments to pay for things now.
-Helps manage market risk, sequence of returns risk by including investments with low risk profiles.

Why it Matters
-Helps take the emotion out of investing because you’ve planned for what you need.
-Gives you a clearer idea if you have what you need in times of market volatility.
-Helps prevent making rash investment decisions during periods of market volatility.