『Higher Interest Rates: Headwind, Roadblock – or Opportunity?』のカバーアート

Higher Interest Rates: Headwind, Roadblock – or Opportunity?

Higher Interest Rates: Headwind, Roadblock – or Opportunity?

無料で聴く

ポッドキャストの詳細を見る
概要
 Higher interest rates can push down the prices of investments you already own. They can also change the income available from newly purchased bonds and other interest bearing investments. So what does that mean for your retirement plan? In this episode of Stock Talk, Chris Perras explains how higher rates may affect bonds, stock valuations, real estate, annuities, and retirement income planning. He also looks at a key question for retirees: if stocks decline while you’re taking withdrawals, how might your cash and short term bond holdings affect the decisions you face? Chris covers three questions to discuss when reviewing a retirement plan:
  • Has the income available from bonds and cash changed your investment tradeoffs?
  • Does your current stock and bond allocation still fit your goals and risk tolerance?
  • How would your withdrawal plan work during a substantial stock market decline?
Watch the Oak Harvest interest rate roundtable with Troy, Charles, and Chris: https://www.youtube.com/live/lymiUwb02HU?si=RlS1eILCqIZqtJjI Schedule a retirement plan review with Oak Harvest Financial Group: https://oakharvestfg.com/contact-2/ Chapters 00:00 How higher rates can hurt and help investors 00:53 Are higher rates a retirement threat or opportunity? 01:01 What drives the 10 year Treasury yield? 01:48 Why existing bond prices can fall 02:03 How new bond income can change 02:23 Interest rates and stock valuations 02:48 The late 1990s comparison 03:12 Could AI productivity support earnings? 04:12 Comparing Treasury yields and stock earnings 05:08 Real estate, commodities, and currencies 05:47 Annuities and income tradeoffs 06:13 Three questions for retirees 06:33 Preparing for withdrawals during a market decline 06:47 The higher rate paradox 07:15 When to review your retirement plan Educational information only. This video is not individualized investment, tax, or legal advice. Investing involves risk, including possible loss of principal. Bond prices generally fall when market interest rates rise; individual results depend on the investment and whether it is sold before maturity. Annuity features, costs, and guarantees vary by contract, and guarantees depend on the issuing insurer’s claims paying ability. Past performance does not predict future results. Consult appropriate professionals about your circumstances. #RetirementPlanning #InterestRates #StockTalk
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません