Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

“In anticipation of steadily rising rates going forward, all aspects of personal finance and investing will be impacted and investors would be wise to consider the repercussions on their financial circumstances and adapt accordingly”

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.