Rising Interest Rates and Your Portfolio

We know that investors have grown accustomed to recent historically low interest rates. But what will happen when the trend reverses?

Though no one knows when the Federal Reserve might increase its target rate, some interest rates, such as those for mortgages, have already begun to climb.

We can help you review whether your portfolios are prepared for the possibility of higher rates in the future. This Video Alert explores concepts such as laddering bonds, checking fund durations, seeking value among various types of bonds, monitoring preferred stock shares, and weighing returns on cash alternatives.

We’ll continue to pass along timely, relevant market information. Please contact us if you have any questions or would like to talk more about your specific portfolio. You may email Cindy St. John to schedule your appointment or call our office at 913-317-6000.

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