Blog tagged as Cash

Savings Accounts vs. Money Market Accounts vs. Money Market Funds

08/30/2023 11:19 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Savings Accounts vs. Money Market Accounts vs. Money Market Funds
Cash now yields more than it ever has in about 15 years. What are the best places to park your cash? As you look to accrue a bit of savings and interest, it’s important to weigh all of your bank account options.

How to Protect Your Bank Account: 9 Security Tips

12/21/2022 01:37 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Protect Your Bank Account: 9 Security Tips
Whether you’re shopping online or pumping gas at the station, there are steps you can take to help keep your identity and money protected.

Understanding FDIC Insurance

02/04/2022 08:01 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Understanding FDIC Insurance
FDIC insurance is insurance offered by the government to help protect your deposits at an insured bank. Learn more about FDIC insurance, including what it covers.

20 Myths About Working With a Financial Planner or Advisor

08/12/2021 09:40 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
20 Myths About Working With a Financial Planner or Advisor
Financial education around saving and investing money is for everyone. Even though everyone has different perceptions and expectations about a financial advisor’s purpose, the goal remains the same: getting your money to work for you.

What Is Asset Allocation?

01/23/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What Is Asset Allocation?
Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what …

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