MarketWatch: “Have certainty that a dollar today is a dollar tomorrow”

MarktWatch Defiant Capital Group - Holding Cash into 2025?

Jonathan Dane, CIO of Defiant Capital Group, was recently featured in MarketWatch discussing cash flow planning in retirement and TIPS, and why now might be the time utilize them in your portfolio.

Dane explained, “We want to have some certainty that a dollar today is a dollar tomorrow. We’ll hold [TIPS] to maturity, so risk doesn’t matter. You know what you’re getting.”

For retirees (and soon to be retiring individuals) the road ahead looks like it will see declining real rates and higher inflation, despite political promises. That means getting in on long-term TIPS while the real rates are high, which they still should be at January auctions.

To read the full article with further insights on Defiant Capital Group’s approach to cash flow planning, please visit:

Holding cash heading into 2025? Retirees should consider this ‘guaranteed’ investment strategy in the new year.

Wealth Management Insights

Request an Introduction

Let’s discuss how a personalized strategy can help you navigate your wealth and achieve your goals.

Submit the form below and we’ll reach out to schedule a meeting. During this meeting we’ll review your situation, provide more information about our process, and see if our services are a fit for you.

What service are you reaching out about?

Stay in Touch

Enter your email address below to join our newsletter.