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September 2011

Managing Your Cash Reserves in a No-Yield Environment


Presenters:
Jim Bell, CFP®
President and Founder
Matt King, CFA
Managing Director, Chief Investment Officer

Join us for an in-depth look at how Bell is managing its clients’ cash reserves in today’s low interest rate environment. Our discussion will include:

  • Differentiating between emergency and excess cash reserves
  • Exploring appropriate and rewarding investments for your cash
  • Understanding the true costs of money market funds

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