3 Steps to Help Clients Stay Invested—Instead of Fleeing to Cash

Apr 18, 2023 / By Debra Taylor, CPA/PFS, JD, CDFA

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Bruised by 2022’s market rout and rising interest rates—and now shaken by ongoing turmoil in the banking industry—many investors are seeking higher yields by racing into money market funds. These considerations and alternatives may slow down some anxious clients.

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