Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Adapting to Rising Interest Rates

August 29, 2018 -

Your guide to navigating a rising rate environment


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Retiree Do’s and Don’ts in a Rising-Rate Environment

July 3, 2018 -

Consider your financial and portfolio strategies amid expected future interest-rate hikes


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The Short Answer: Bonds in a Rising Rate Climate

May 31, 2018 -

Q: Can I just buy individual bonds and hold them to maturity, and not worry about rising rates?


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Fed Raises Interest Rates

March 16, 2017 -

Our take on the March 2017 interest rate hike


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How Trump Has Changed Inflation Expectations

December 16, 2016 -

Changing expectations concerning inflation and interest rates have sent bond prices lower and yields higher.


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Bond Portfolio Laddering

A bond purchasing strategy


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Individual Bonds: Are They the Answer for Rising Rates?

November 18, 2015 -

Individual bonds can be held to maturity, but have a few key drawbacks.


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A Checklist for Taxable Bond Fund Investors

March 27, 2015 -

Five considerations for those investing in fixed-income funds


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Concerned About Longevity?

October 1, 2014 -

Three mistakes to avoid depleting your assets


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Floating-Rate Options When Interest Rates Rise

September 1, 2014 -

Floating-rate securities are often used to reduce rate sensitivity.


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Understanding Bonds

July 28, 2014 -

Considering risk within this category of fixed income investments


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Fixed Income Investing

July 28, 2014 -

Securing returns in a low rate environment


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Protect Against Rising Rates

April 26, 2011 -

Positioning your portfolio for a potential rate hike


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Dumpster Diving For Municipals

April 26, 2011 -

Challenging environment for funds and bonds


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