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Kiplinger
Kiplinger
Business
Julie Virta, CFP®, CFA, CTFA

When You Need Capital Quickly, Think 'Ready, Set, Fund': A Financial Adviser's Strategy

A piggy bank is wrapped in a chain next to a padlock.

Liquidity options play an essential role in every investor's portfolio. They allow investors to access capital quickly without having to prematurely liquidate assets or derail their long-term investment strategies.

This flexibility can be incredibly helpful when business opportunities arise or family members need support. Liquidity options can also offer tax and estate planning advantages — helpful for those looking to minimize capital gains and pass on wealth.

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