Series 7: 10.4.3.2. Liquidity Needs

Taken from our Series 7 Online Guide

10.4.3.2. Liquidity Needs

Some investors might want to cash out of their investments at a moment’s notice. Or they may be saving for a specific event, and when that event comes about, they would like to quickly turn their assets into cash. These customers want to have investments that are easy to trade at a fair price, so-called liquid invest

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