Wise Investment, sponsored by Financial Advisor Tony Boagni with Wells Fargo advisors: How much cash should I hold in my portfolio?

A recent Wells Fargo Investment Institute article examined cash in the investment world and how it should fit into your investment plan. The article highlighted the tradeoffs an investor faces when choosing cash, and when a cash strategy is the most appropriate plan. While there can be advantages to holding cash assets, they may not be as effective for preserving purchasing power in the long term. Read the full article here.


Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC. Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.