In the ever-evolving world of finance, the Federal Reserve's decisions can send ripples through the investment community. Recently, the Fed has cut interest rates, and this has sparked questions about the future of money market funds. Are they still a viable option for investors, or should we be looking elsewhere?
In this episode of the Time Blueprint podcast, financial advisor Frank Oliver from Oliver Asset Management dives deep into these pressing questions.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:22 – How rate cuts impact money market accounts.
4:11 – Your T.I.M.E. Is Now
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A huge thank you to everyone who joined us! We’re so grateful for our amazing clients and the joy you bring to every gathering.
What a wonderful day together! We had so much fun celebrating with such an incredible group of clients.
We’re so thankful for each of you who came out! These events are always more special because of the laughter and memories we share.
Thank you for making this day so memorable! We had a blast and hope you did too.
It’s always a pleasure connecting outside the office. Thank you for making this such a fun and memorable event!
What a fantastic event with even better company! We’re so grateful for each of you who joined us.
We loved seeing so many friendly faces! Your presence made this day extra special.
We had such a wonderful time together! Thank you for making the day full of laughter and great memories.
What is a Roth IRA conversion? A Roth IRA conversion is the process of moving IRA or employer plan assets to a Roth IRA.
Leaving a Legacy
