The short answer is "Yes," both cash and CDs have a place in a healthy portfolio, however how much based your situation and goals are the questions you need to ask.

I hope this video helps you along your journey toward your long-term financial goals.

If you don't have a financial advisor and could use help, please reach out to me, I am currently taking on new clients.

Walk & Talk 🎥

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David Caviness, CFP® on:
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Thanks for watching!

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