Your checking and savings accounts have been paying near-zero for years, and until recently, there have been few decent alternatives. That has dramatically changed in recent months. Higher-yield alternatives (well above 2% at the moment) are available in a way we haven't seen in over a decade. The goal of the "Short-Term Yield" strategy is [...]
Optimal Asset Management is a California-based investment platform that offers solutions such as direct indexing and portfolio analytics for institutions and wealth managers.