Discussion of smart, flexible ways to access short-term liquidity. In this episode, we explore three liquidity strategies using your portfolio—60-day IRA rollovers, margin loans, and pledged asset lines. (Podcast with David Moser)

David Moser, wealth advisor at Vector Wealth, discusses the implications of missing just the ten best days in the market over 20 years. We look at a recent 20-year period of the S&P 500 stock index and find that its performance was halved from 9.8% annualized. (podcast)