Paul Gaudio, Wealth Planning Strategist at Bryn Mawr Trust’s Wealth Specialty office in Princeton, explained to The Wall Street Journal how he helps investors determine how much of their portfolio should be held in cash. Paul emphasized the importance of working with a professional who understands your situation to determine portfolio allocation, as there is no one-size-fits-all approach.
To read the article, you may access The Wall Street Journal’s website here.
