AboutBruce Julien Expertise I can answer questions on and raise issues clients overlook in the areas of Estate Planning as far as taxes and distribution flow problems, Asset Management as far as appropriateness of assets and allocations for a desired goal and the value a consumer gets for their costs, Tax Planning related to Income and Estates, and Insurance/Annuity questions particularly in light of suitability to the consumer.
Experience I became a CPA in 1991 and began offering financial advice in 1992. I am a Registered Investment Advisor which means I sign off on putting clients' interests first in a fiduciary role.
Education/Credentials BA in Accounting, University of Maryland 1990
Expert: Bruce Julien Date: 7/4/2008 Subject: How to best invest 100,000 to 200,000
Question I have a question about investing somewhere between 100 to 200,000 for my church. I would like some advice as to how to best do this. It is not likely that we would need this money for perhaps 2 to 3 years or even longer.
Answer Ben
Since you indicated you might need it in 2 or 3 years, put it in a high yield savings account. Do not mess with church money; you can get in big trouble for treatig it less than conservative.
If you were leaving it for a future endowment, very far off, you could then consider a more aggressive account with stocks bonds, real estate etc. but for your indicated goals, just a boring savings account
