Daily liquidity is important if your clients are day traders or need to quickly cash in their entire investment portfolio. Most of your clients, however, do not need 100% liquidity in many areas of their portfolio, especially the portion earmarked for retirement. This webinar will outline:

• Why there is currently a liquidity mismatch between conventional portfolio construction and individual investors’ goals for the future.
• How investors who are saving for retirement or college should have investment portfolios that reflect these long-term interests.
• The ways these investors often sacrifice additional returns in exchange for full and immediate liquidity.

The liquidity mismatch is found anywhere in a portfolio that is 100% liquid but earmarked for long-term objectives; this is most stark when it comes to retirement savings. A more sensible approach involves aligning long-term retirement goals with a thoughtful allocation to illiquid investments and their corresponding return opportunities.