Clients Build Defensive Cash Positions Even as Bullishness Rises Reviewed by Momizat on . Clients are boosting their cash positions by taking gains off the table as they hedge against the possibility of a selloff, according to the latest Retirement A Clients are boosting their cash positions by taking gains off the table as they hedge against the possibility of a selloff, according to the latest Retirement A Rating: 0
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Clients Build Defensive Cash Positions Even as Bullishness Rises

Posted date: December 13, 2017 In: QuickPress

Clients are boosting their cash positions by taking gains off the table as they hedge against the possibility of a selloff, according to the latest Retirement Advisor Confidence Index—Financial Planning’s barometer of business conditions for wealth managers.

To read the full article in FinancialPlanning, click: Clients Build Defensive Cash Positions Even as Bullishness Rises.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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