LIVE WEBINAR

Cash On The Sidelines: How To Make It Work

Wednesday, January 24, 2024 · 3:00 p.m. ·  1 hour 0 minutes

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Insights on how to manage the cash and fixed income portion of your portfolio.

Brian Jacobsen, PhD, Annex Wealth Management’s Chief Economist, and David Spano, President and CEO of Annex Wealth Management, will discuss the many questions we’re hearing about the fixed income portion of portfolios - and your options as the Fed seems to hint at a slow decline in interest rates. If you have cash you're holding, wondering when or how to move it, join us as we walk through fixed income in our current rate environment.  As always, we're leaving time for your questions during the presentation.

Presenters

Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE

David Spano, CFP®

Webinar: Cash On The Sidelines: How To Make It Work by Annex Wealth Management