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CAPitalize Your Savings -Season 2: Episode 6

People sometimes wonder if “Cash is King,” or if “Cash is Trash.”

What if the answer is neither…or both?

Something as simple as how much you need to have in savings truly depends on your individual situation — and the variables are endless.  Do you work for the government and have a steady income?  Are you an owner of a company where your income fluctuates?  Are you a dentist and perhaps struggle to understand how much cash to have in your personal savings and business account?

On today’s episode, I talk about how to be prudent with your savings (and where to store it)!

Important Information:

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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