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October 26, 2018
 
 What investors need to know about going to cash
during stock market corrections  

   
It was a privilege to write this article for CNBC
CNBC logo   
  • Now is a good time to consider the benefits of a money market fund that yields 2 percent.
  • Cash should always be part of an investor's portfolio planning process rather than a moment of panic decision made after the Dow or S&P 500 swoons.
  • With stock prices at high levels and the bull market a decade old, considering how cash fits your financial needs makes more sense than being overconfident in the market.
Say hello to investors' new best friend - cash. It is an old friend, as well. Cash is an important part of any investor's portfolio, but how much you should allocate to it depends on a number of factors, and not all of them have to do with how old you are. READ MORE
   
 
 
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Thank you for taking the time to read this!
Mitch
 
 
I opened ClientFirst Strategy, Inc. because I believe that the only way to help my clients potentially achieve their goals is by offering unbiased advice & investment management expertise. To my clients, thank you for your continued vote of confidence. If you are not a client but would like to explore the possibility of becoming one, I invite you to call me directly, visit my website, join my email list, and/or connect with me on social media.      

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All the views expressed in this report/commentary accurately reflect our personal views about any and all of the subject securities or issuers and no part of our compensation was, is, or will be, directly or indirectly related to the specific recommendations or views we have expressed in this report. This material is not intended as an offer or solicitation for the purchase of sale of any security or other financial instrument. Securities, financial instruments, or strategies mentioned herein may not be suitable for all investors. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue. Prices, values, or income from securities or investments mentioned in this report may fall against your interests, and you may get back less than the amount you invested. The information contained in this report does not constitute advice on the tax consequences of making any particular investment decision. You should consult with your tax adviser regarding your specific situation. Diversification is a method of managing risk and doesn't protect against loss in a down market. 
  
  

Mitchell O. Goldberg, AIF®, AAMS

President | Investment Professional

OSJ Manager 

 

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