Cash Reserve Portfolio Liquidity
If you keep money in any type of "liquid" cash reserve, set aside from all your other assets and investments, watch this short video to learn about the tax and legal advantages of an alternative "safe money" cash reserve portfolio asset with excellent liquidity.
Philip T. Purpura, CFP
Bridge Wealth Strategies
Lic. # NY & CA
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Insurance:Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.Advisory:Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk. There can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.Insurance And Advisory:Both of the above.