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In the News

Financial Planners Are Telling Clients to Make This Investing Move Before Interest Rates Drop

By Mary Ellen Cagnassola March 27, 2024 Money

According to a recent survey by CFP Board, over 40% of CFP® professionals are recommending high-yield investments like CDs and money market mutual funds to their clients. With interest rates at their peak, it's a strategic move for investors seeking optimal returns.

Read more at Money

Money
Mary Ellen Cagnassola
March 27, 2024