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Rebalance portfolio if you drew from reserves

Oct. 23, 2020
By William Ehart

Coin jars

For associations that tapped investment reserves this year, what’s the next move?

Especially with stocks down sharply in March just as in-person events were being canceled and the economy grinding to a halt, many organizations withdrew from short-term reserves, a pool of relatively safe assets such as cash and bonds. Others were able to tap lines of credit with interest rates below 1%.