Where Should You Hold Cash after a $15M Liquidity Event?
- Meredith Schneider, CFP®
- Mar 16
- 1 min read
Updated: 4 days ago
How to safely hold large amounts of cash while deciding what to do next
A Cupertino client recently received $15 million from a liquidity event and asked an immediate question:
Where should the money sit safely while we decide what to do next?
Then include questions like:
How much cash is insured by FDIC?
Where can you hold large cash balances safely?
Should you invest immediately after a liquidity event?
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