A lot of people don’t decide to hold six figures in cash. It just happens: a business sale closes, a bonus comes through or an investment pays out. Before moving that money, consider three things. What is it earning? When will you need it? And which opportunities fit your goals? The goal isn’t to invest everything. It’s to decide on purpose what stays liquid and what gets put to work.
Key points
- Check what your cash is actually earning.
- Money needed for upcoming expenses shouldn’t be treated like long-term capital.
- Match investments to your goals, risk tolerance and liquidity needs.
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