Frequently Asked Questions – Account Management

Can My Personal Portfolio Be Managed In A Way That Protects My Near Term Cash Needs?

Motley Fool Wealth Management will diversify your blended portfolio to align with your risk tolerance, and rebalance when needed to reflect changes in your personal situation. However, we still recommend that any money that will be needed in the next three to five years be positioned in cash, CDs, or alternative safe and liquid investments, and should not be transferred into your Personal Portfolio.

See what we would recommend for you