PC-ES Cash in Your Portfolio PC1332-Digital

INVESTMENT STRATEGY

CASH IN YOUR PORTFOLIO

Understanding the Role of Cash in Your Portfolio

It’s easy to understand why investors may be wary of stocks. The stock market has suffered two major pullbacks in recent memory: January 2000 to July 2002 and December 2007 to June 2009. Since the Great Recession officially ended in 2009, the stock market has continued to reach record highs. Despite the run-up in stocks, people have actually been adding to their cash balances, regardless of their age or amount of wealth.

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