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Positioning a Portfolio for Additional Rate Hikes

Positioning a Portfolio for Additional Rate Hikes

What counts is how your money is invested now - in anticipation of rate hikes. 

At their recent March meeting, the Federal Reserve moved its fed funds target rate from near zero to a  range of 0.25% to 0.50%. It was the first rate hike since 2018.

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How a Financial Plan Helps You Endure Market Volatility

How a Financial Plan Helps You Endure Market Volatility

Your portfolio may be designed to give you the best chance of achieving your financial goals. Unfortunately, the market doesn’t care about your risk tolerance or your goals.

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