Are you concerned about the effect of rising rates and inflation on your portfolio? As the economy recovers from the 2020 pandemic, we are already starting to see rates and inflation creep higher. Rising rates could spell trouble for bonds and bond investors. If you have a significant allocation to bonds, are in a traditional 60/40 portfolio or are invested in a target date fund, pay close attention!
Here's what you'll learn in this webinar:
In this webinar, I will show you the effect of rising rates on bonds and give you 5 specific strategies to protect your portfolio against rising rates, inflation and a bond bear market. These are strategies you can start using today!
Don't wait until it's too late! Space is limited so reserve your spot now!
Darren P. Wurz, MSFP, CFP®
Who is Darren and what does he know?
Darren Wurz is a financial planner and investment advisor dedicated to helping people transition successfully from their working life to a comfortable retirement with confidence. His practice focuses on attorneys and couples near retirement. He received his Master of Science in financial planning from Golden Gate University and also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Investment advisory services and financial planning services offered through Schmerge Executive Planning Services, Inc., a registered investment adviser. Wurz Financial Services and Schmerge Executive Planning Services, Inc. are separate entities. All information contained herein is educational material and for illustrative purposes only and does not constitute a recommendation to buy or sell securities, is not investment advice and should not be used as investment advice.
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