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Managing Cash to Meet Current and Long-term Needs

Cash tends to become a more visible component in a portfolio during times of elevated market volatility and economic uncertainty. But one possible downside is that yields on very liquid assets are generally low, which can potentially erode purchasing power if the yield earned is lower than the current inflation rate.

Lending money to family or employees video

David Mook, Chief Private Banking Officer of The Private Client Reserve, discusses considerations when lending money to family members or employees. Watch video >

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