Should You Borrow Against Your Investment Portfolio? When It Makes Sense

A red button that says yes and a blue button that says no.

As wealth grows, financial decisions often become more complex. For many investors, most wealth is invested rather than held in cash, creating liquidity challenges when funds are quickly needed.

Whether funding a home renovation, purchasing real estate, pursuing a business opportunity or addressing a short-term liquidity need, many investors assume they need to sell investments to access cash.