Presilium Private Wealth
Schedule
Investing & Markets

Financial Planning Friday’s – What Is Your Cash Earning (And Could It Be More)?

This short teaser introduces the question of what your cash is actually earning, pointing to Financial Planning Fridays Episode 13 on money market accounts. It frames the opportunity to improve returns on short-term and idle cash that the full episode explains.

Jerry DavidseFinancial Planning Fridays

This short teaser introduces the question of what your cash is actually earning, pointing to Financial Planning Fridays Episode 13 on money market accounts. It frames the opportunity to improve returns on short-term and idle cash that the full episode explains.

Key takeaways

  • This teaser introduces optimizing the yield on idle cash, covered in Episode 13.
  • Money market accounts are the focus of the full episode.
  • Cash not needed immediately may be able to earn more without taking long-term market risk.
  • Full detail lives in Financial Planning Fridays Episode 13.

Episode #13 – What Is Your Cash Earning?

More on Investing & Markets

Written by

Jerry Davidse

Chief Executive Officer · CFP®

Related

More from our team

General

Financial Planning Fridays #127: Our Core Investment Belief

Presilium shares its core investment belief: the world continues to improve over time, and owning a diversified set of quality businesses through stocks is one of the most effective ways to grow family wealth over the long term. The video frames this philosophy as the foundation for staying invested through market cycles.

Learn more

Financial Planning

Financial Planning Fridays #126: The Worst Investment Strategy

After two strong years for the S&P 500, record amounts of new money have flowed into the index even as it has grown more expensive. This Presilium video explains why chasing the recent top performer can be one of the worst long-term strategies and makes the case for diversification and discipline over recency bias.

Learn more

Investments

Financial Planning Fridays #125: Consistency Counts

This Presilium video explains why consistency is often overlooked when evaluating investment returns. Historically, a portfolio that delivered steadier, more reliable returns has at times outperformed a more volatile one, because smaller drawdowns can compound more favorably and may help investors stay the course toward their long-term goals. Past performance does not guarantee future results; this is educational, not investment advice.

Learn more

Turn insight into a plan

The first conversation is 30 minutes, no preparation needed.

Schedule a ConversationMore insights