Episode #214: How to Invest for Rising Interest Rates


 

Since roughly the mid-1980s, bond yields have been in a secular decline, culminated with the effects of the pandemic in 2020 where they reached near all-time lows. As we reopen the economy, we are also entering an environment where interest rates are beginning to rise. Investors should be wary of this and factor it into their financial plans so they can meet their retirement goals.

In this episode of Money Script Monday, Tim unpacks 3 strategies you can utilize to hedge your wealth against a rising interest rate environment.

Resources Provided for This Episode


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About Tim Devlin

Tim Devlin is a Junior Investment Associate at Simplicity Group Asset Management. He works with financial professionals to create financial plans that identify their goals and implements strategies to help achieve them.