Help your clients take action against rising MF Cetera interest rates with Multi-Financial's thought leadership white paper
esting in a Rising Interest Rate Environment.

This paper will provide an in-depth historical assessment of different interest rate regimes and propose a road map to assist you, given the current near record-low interest rates, in repositioning your clients' portfolios to help protect against a potential rise in rates.
The analysis will present you with several ways you can take action and implement some broad changes to your clients' portfolios, including:

  • Ways to diversify a portfolio's fixed income assets
  • A list of absolute return mutual funds from the Cetera Research Team
  • Asset allocation guidelines for a balanced portfolio
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