Office Locations

Madison, WI
1221 John Q Hammons Dr.
Madison, WI 53717

Milwaukee, WI
18650 W. Corporate Dr.
Suite 200
Brookfield, WI 53045

Appleton, WI
4321 W. College Ave.
Suite 300
Appleton, WI 54914

Rockford, IL
6952 Rote Rd.
Suite 400
Rockford, IL 61107

(888) 856-8801

Cash Equivalents and Money Market

Most portfolios include at least some cash. Cash can be invested in the very short term using financial instruments with high liquidity and very short maturities. The money market is used as a means for borrowing and lending over several days or up to one year.

Money market securities consist of negotiable certificates of deposit (CDs), bankers acceptances, U.S. Treasury bills, commercial paper, municipal notes, federal funds, and repurchase agreements (repos). Investors may also consider CDs as a safe place to park money in the short term.

Money markets and other cash investments are typically seen as relatively safe and highly liquid investment alternatives although risks still exist including the risk of default.

Additional Investment Types

To learn more about the services SVA Plumb Financial can provide for you, contact us at (888) 856-8801.