Category: Reserves

Category: Reserves

Short-Term Investments

After determining a reserve policy and segmenting assets, the short-term reserve investments will need to mitigate risk.
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What is the Ideal Target Level of Reserve?

  While there is no one right answer for all organizations, generally we believe that having six months of budgeted expenses in reserve is a good place to start.  However, each organization is unique and may experience distinct and unexpected circumstances that could affect long-term financial health.
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