Скачать с ютуб CD strategy to protect against rising AND falling rates в хорошем качестве

CD strategy to protect against rising AND falling rates

If you're buying brokered CDs or US treasurys, you have to think about the risk of interest rates rising or falling. If interest rates rise, you'd rather own short maturities so you can reinvest quickly at a higher yield. If interest rates fall, you'd rather have long maturities to lock in the higher rates. But no one can predict the direction of rates consistently. A barbell strategy is a simple and effective approach to positioning your CD (or Treasury) portfolio for both rising and falling interest rate scenarios. My professional focus is retirement planning for individuals over age 55. Please visit our website or reach out for a complimentary planning session. Ted Erhart, CFP® Financial Planner Anoka, Minnesota   / ted-erhart-cfp%c2%ae-4969939   www.norrislakeretirement.com