We'll walk through a case study of a middle-aged, financially conservative couple who have accumulated a significant cash position. They understand that they aren’t maximizing their assets to the fullest but don’t know what to do next.
Our goals are to:
◾Help them understand their current plan
◾Illustrate how positioning a portion of their cash into investments could benefit their strategy, while not impacting liquidity
◾Use some market stress and unexpected expenses to demonstrate the strength of the strategy
To get a full description of the scenario, go to: