Turning Idle Cash Into Opportunity

In this episode of Women on Wealth, host Julina Ogilvie is joined by Josh Ouellette, CFP®, Wealth Advisor at Principle Wealth Partners, to unpack the cash conversation dominating today’s markets. With more than $7 trillion sitting on the sidelines, investors face critical decisions about whether holding cash is a safety net or a missed opportunity. Timestamps: 01:26 – Why cash is top of mind 04:26 – The Fed’s role & falling rates 07:26 – Purpose of cash & asset allocation 12:26 – CDs: the hidden risks 18:26 – Cash vs. S&P 500 returns 21:26 – Beyond CDs: exploring bonds 26:26 – Bonds & diversification 29:26 – The power of compounding 32:26 – The “jelly bean” chart & diversification The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180