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Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morning Star.

And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.

Today on the podcast, we welcome back financial planning guru Michael Kitsis.

I recently had the chance to catch up with Michael to get his take on asset allocation,

specifically whether higher yields should have an

impact on where investors hold their money. Today's podcast is a recording of that conversation.

Michael is the head of planning strategy for Buckingham Strategic Wealth, co-founder of XY Planning

Network and Advice Pay, and is the chief financial planning nerd and yes that's his real title

for the advisor education platform kitsis.com and the nerds eye view blog you can follow him via

Twitter at michael kitsis or on lincoln michael thank you so much for being here absolutely my pleasure

appreciate the opportunity.

Well, we're thrilled to have you here. I want to start by discussing what's going on with safe assets.

Investors have had a little bit of a scare over the past couple of weeks with the regional bank troubles.

So I'm wondering if you can share how you think about safe assets. It

sounds like you kind of silo them into a few different categories. Can you walk us through that?

Yeah. To me, just when we think about cash, particularly sort of assuming this realm of we're investors,

...