Liquidity: Blessing or Curse?
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. CEO Jeff Sarti, Chief Investment Officer Meghan Pinchuk, and Wealth Advisor Chris Galeski discuss the advantages and drawbacks of liquidity.
Here are some key takeaways from their conversation:
It is crucial to maintain 3-6 months' worth of living expenses in a liquid emergency fund to manage unexpected life events without disrupting long-term investment plans.
The downsides of excessive asset liquidity include the possibility of making more impulsive decisions…
The skinny
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