Investing in a Rising Interest Rate Environment

Want to help your clients take action against rising interest rates? The paper provides an in-depth historical assessment of different interest rate regimes and proposes a road map to assist advisors, given the current near record-low interest rates, in repositioning their clients' portfolios to help protect against a potential rise in interest rates. Action items that advisors can use with their clients include tactics to mitigate the adverse affects of a rising interest rate environment, a list of investments from the Cetera Research Team, and asset allocation guidelines for a balanced portfolio. - read more