Cash Wedge Infographic

The cash wedge infographic illustrates how this financial strategy helps protect your retirement income in times of volatility.

When markets are volatile, it makes a significant difference whether you are accumulating assets or withdrawing from your portfolio. The aim of the cash wedge is to allocate a portion of your portfolio to cash to help meet your current income needs, and diversify the rest of your portfolio so you can benefit from market growth.

“When it comes to your retirement income, some sources are more certain than others.”

Protecting Your Retirement Income

The cash wedge infographic demonstrates how implementing a cash wedge strategy helps to provide a reliable income stream, while also investing for long-term growth that offsets inflation and manages other risks including:

Sequence of returns risk
It helps reduce the risk of having negative returns in your portfolio at the beginning of your retirement and during retirement.

Liquidity risk
The cash wedge increases liquidity so you can manage short-term income needs or unexpected expenses.

Volatility risk
The strategy helps protect part of your portfolio by ensuring your short-term income is not exposed to market declines.

Diversification risk
It allows the rest of your portfolio to be appropriately well-diversified, to meet your long-term income and growth needs.

Along with the cash wedge infographic, FreshPlan offers several calculators relating to Retirement.

Infographic Features

  • Easily share this infographic with clients and prospects with the “Share” button
  • Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
  • Personalized for individual Advisors
  • Current and timely for client communications
  • One of many infographics included in FreshPlan software

Calculate. Educate. Plan.

Communicate complex concepts from all areas of financial planning with current, visual infographics.

FreshPlan combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.