Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

“With a hawkish Fed and the likelihood of steadily rising rates going forward, all aspects of personal finance and investing will be subject to change.”

Use this helpful guide to:

  • Take steps to protect against the downside of rising rates and take advantage of the opportunities.
     
  • Consider refinancing loans, applying various fixed income strategies for rising rates, and increasing exposure to equity sectors that perform better during rising rates.
     
  • When making adjustments to asset allocations consider retirement status; risk tolerance; income needs; and liquidity requirements.