Partners Advantage Blog

If Clients' Dollars Have a Purpose, Are Those Accounts Really Liquid?

Written by Mark Triplett, CEO of Triplett-Westendorf Financial Group | Wed, May 01, 2019 @ 05:00 PM

You may often hear clients say, “I want to keep my money liquid, I don’t want to tie it up.” The desire to keep money liquid can be strong across all socioeconomic and political spectrums. Why do many clients insist on keeping out money in a liquid state? And what does that really mean, to keep money liquid?