If you feel that your investments are too long-term and that puts you at risk... check out our “short-term ladder strategy” service.
It is a strategy that we do with CDs and Treasuries as a cash maximization strategy, achieving attractive annual interests while the strategy maintains high liquidity and for this reason reducing the "Interest Risk" and "liquidity risk" that investors fear so much right now.
In turn, using FDIC insured CDs or short-term US Treasuries also reduces default risk.
We cannot give you the exact recipe here, but if you want to know more about this strategy, we recommend that you contact our team through the website www.lyonbern.com
Wealth & Asset Managers in San Juan, Puerto Rico