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I kick off today’s show by explaining how a rate hike would affect bonds and other accounts after Lisa asks if she should go all in on floating-rate funds. I then read through several rate hike headlines that are more likely to cause panic instead of helping your portfolio. Other topics for today include:
Don’t forget to sign up for our 10 Pillars of Retirement Income Planning seminar on Thursday, June 16th at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up!
Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition
4.3
6767 ratings
I kick off today’s show by explaining how a rate hike would affect bonds and other accounts after Lisa asks if she should go all in on floating-rate funds. I then read through several rate hike headlines that are more likely to cause panic instead of helping your portfolio. Other topics for today include:
Don’t forget to sign up for our 10 Pillars of Retirement Income Planning seminar on Thursday, June 16th at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up!
Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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