Broker Check

Transition Your Portfolio for Retirement

December 07, 2016
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Resource Financial Group's Peter Maris contributed to U.S. News & World Report's recent "5 Ways to Transition Your Portfolio for Retirement" article. Peter discussed his thoughts on holding cash in an investment portfolio with the article's author, Rebecca Lake, stating "At today's interest rates it makes little sense to hold cash beyond a three- to six-month emergency fund."