Cash Balance Product Alternatives & Recommendations in the Current Ultra-Low Yield Environment

December 08, 2020 | Ben Mohr, CFA, Director of Fixed Income, Managing Partner, Aimee O’Connor, CFP®, Senior Vice President

With short-term interest rates seemingly stuck at unprecedented low levels, a key challenge for investors today is how best to obtain compelling yields for cash balances as part of an overall portfolio while maintaining safety and principal protection.

In this newsletter, we examine the current ultra-low yield environment and what options investors may consider in their approach to structuring an optimal cash allocation.

Read > Cash Balance Product Alternatives & Recommendations in the
Current Ultra-Low Yield Environment

 

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Ben Mohr, CFA
Director of Fixed Income, Managing Partner

Get to Know Ben

Aimee O’Connor, CFP®
Senior Vice President

Get to Know Aimee

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