Liquidity strategies are important for investment success, but you can have too much of a good thing. Today's negative interest rate environment has increased the costs associated with holding cash – and it is a drag on returns. With our cash management calculator, you can work through your personal numbers to get a good sense of your investment budget. This allows you to make a sound decision on how to put your excess cash to better use.
Calculator
Investment tips for every phase in life
Investment tips for every phase in life
- Align your portfolio to your financial and personal goals
- Set the right investment strategy to match your lifestyle in every financial market situation
- Avoid classic investment traps
Key Strategies
Key Strategies
To help provide cash flow for short-term expenses
To help provide cash flow for short-term expenses
- Entertainment and travel
- Taxes
- Purchasing a home
To help improve your lifestyle
To help improve your lifestyle
- Retirement
- Healthcare and long-term care expenses
- Purchasing a second home
To help improve the lives of others
To help improve the lives of others
- Giving to a family
- Philanthropy
- Wealth transfer over generations
Because a personal conversation is worth a lot
Because a personal conversation is worth a lot
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