Brian Dress, CFADirector of Research, Investment Advisor, Left Brain Wealth Management, LLC · Wealth Strategy for Corporate Executives & High-Net-Worth Investors | Concentrated Stock & Equity Compensation Planning | Director of Research | CFA | Left Brain Wealth Management

You Think You're Being Disciplined. Your Portfolio Disagrees.

1 Jul 2026 · 1 min

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1:03

In this brief promotional video, two speakers (Brian Dress, CFA and a colleague) explain that the most expensive component of a portfolio for high‑net‑worth investors is often the cash that sits idle. They argue that while cash feels safe, the opportunity cost of not investing it grows with the size of the portfolio, creating a widening gap between current wealth and potential growth. The discussion emphasizes that this issue is both common and easily fixable, and they invite viewers to book a 30‑minute consultation to determine the optimal use of their cash holdings.

The most expensive thing in your portfolio might not be your worst investment. It might be the cash you're not investing at all. Noland, why does sitting on cash cost people so much, especially at the wealth levels where we work? Cash feels safe.
And that feeling of safety, I mean, that has value until it becomes a reason that you don't make a decision at all. The cost of idle cash, it scales with wealth. The more you have sitting uninvested, the larger that gap is between where you are and where you could be. The money has already been earned. Putting it to work, that's just finishing the job.
This is one of the most consistent things that we see with clients and other investors, and also one of the most fixable. But you do have to get started somewhere. Book 30 minutes with me. We'll get clear on what your cash should be actually doing. The booking link is down below. Set time on our calendar and we'd be happy to help you find a home for your cash.