In this episode of Women on Wealth, host Julina Ogilvie is joined by Josh Ouellette, CFP®, Wealth Advisor at Principle Wealth Partners, to unpack the cash conversation dominating today’s markets. With more than $7 trillion sitting on the sidelines, investors face critical decisions about whether holding cash is a safety net or a missed opportunity. Timestamps:02:00 – Why cash is top of mind05:00 – The Fed’s role & falling rates08:00 – Purpose of cash & asset allocation13:00 – CDs: the hidden risks19:00 – Cash vs. S&P 500 returns22:00 – Beyond CDs: exploring bonds27:00 – Bonds & diversification30:00 – The power of compounding33:00 – The “jelly bean” chart & diversificationConnect with Julina Ogilvie:WebsiteYouTubeLinkedInEmail- [email protected] information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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