• Kate.Barr

    December 14, 2022 at 10:00 am

    Thanks, Jennifer, this is a great example of an option that doesn’t require a while investment policy review and risk management. Banks offer sweep accounts and a few other cash investing options that aren’t top of mind for most of us. It’s a good reminder to probe and ask what they have available, and then to check around for other options. We had a sweep account as well and then when rates dropped so much in 2021 it wasn’t really worth it. As rates have gone back up this year it was worth reinstating the service.