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07.14.2022 - Short Term Invest

Attendees Rating:

Excellent (87%)
Average (13%)
Below Average (0%)

Comments
Comments from our listeners:
Learning about MaxMyInterest was the great new thing! Daily liquidity, easy to see rates offered by online banks in one place. I will be using myself and recommending to clients.
- John R.

I didn't know Max My Interest existed. I will be recommending it widely!
- Maria R.

I learned FDIC insurance is by account registration - so 1x for each single person and then 2x for joint since joint limits are doubled. Cash does not fall under the selling away prohibition. Basics of I Bonds.
- Aaron S.

MaxMyInterest.com was completely new to me!
- Matthew A.
Interesting Short-Term Investments
Presented by Gary Zimmerman, www.Maxmyinterest.com
Gary Zimmerman

Though interest rates have increased of late, they remain near historic lows. This webinar provided a review of two interesting short-term investment options. Tom Dickson shared what he’s learned about Series I bonds. Gary Zimmerman also joined Tom to introduce the innovative FDIC cash sweep program, MaxmyInterest.com which currently is offering access to FDIC-insured accounts yielding 1.80%. 

Attendees Comments:

Comments from our listeners:
Learning about MaxMyInterest was the great new thing! Daily liquidity, easy to see rates offered by online banks in one place. I will be using myself and recommending to clients.
- John R.

I didn't know Max My Interest existed. I will be recommending it widely!
- Maria R.

I learned FDIC insurance is by account registration - so 1x for each single person and then 2x for joint since joint limits are doubled. Cash does not fall under the selling away prohibition. Basics of I Bonds.
- Aaron S.

MaxMyInterest.com was completely new to me!
- Matthew A.