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Here are a few key points to keep in mind before making investment decisions based on vaccine related headlines.
Financial advisors often get the bad reputation of disliking cash and being “all in.” The most recent “cash is trash” quote by a prominent investment manager is not helping our image either. However, we feel that holding an appropriate amount of cash in your portfolio can be the financial equivalent of taking a deep breath to relax.
For those seeking access to their retirement funds, the CARES Act includes provisions for coronavirus-related distributions and loans. For those seeking to preserve their retirement funds, certain RMDs have been suspended.