Cash is often treated as a passive holding rather than a strategic asset class, leading to unintended consequences of declining yields in the current interest rate environment.
In this webinar, Jerome Schneider explains why “not all cash is created equal,” highlighting the limitations of money market funds as rates fall and inflation persists. The discussion emphasizes the benefits of active cash management, tiered liquidity strategies, and modest duration exposure to improve total returns while preserving liquidity. Jerome also outlines how ultra-short and short-term strategies can help mitigate reinvestment and inflation risk while capturing liquidity premiums.
During this webinar, advisors will learn how to:
- View cash as a strategic asset class rather than a passive allocation
- Lead client conversations about cash needs to align portfolio cash allocations
- Assess the impact of inflation and reinvestment risk on cash and short-term investments
- Apply the concept of tiered liquidity to improve portfolio outcomes
- Leverage active management to enhance returns within short-term fixed income
Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.
Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.
For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.
For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.
All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.
Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible.
Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.
