Articles authored by Kevin Bruce
Liquidity: The Toll Collector
Why long-term investors shouldn’t pay for flexibility they don’t need. By Kevin Bruce, CFA®, CFP, Analyst, Alternative Due Diligence Many advisors share the same core playbook with clients: think long-term, stay invested, diversify, and do not let short-term volatility derail the plan. It is the foundation of wealth creation. We remind clients that cash (the …