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‘We live modestly’: My wife and I have $900K in stocks and $380K in savings and CDs. Are we holding too much cash?

“My investment adviser says we have too much invested in cash instruments.”

May 8, 2025 - 10:19
 0
‘We live modestly’: My wife and I have $900K in stocks and $380K in savings and CDs. Are we holding too much cash?
“My investment adviser says we have too much invested in cash instruments.”
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