Managing Your Investment Portfolio in a Rising Rate Environment (04-22-14) - Entire Broadcast

Managing Your Investment Portfolio in a Rising Rate Environment (04-22-14) - Entire Broadcast

Mark H. Smith's Podcast

01/05/2014 10:28PM

Episode Synopsis "Managing Your Investment Portfolio in a Rising Rate Environment (04-22-14) - Entire Broadcast"

Presented by Guest Speaker Jason Williams Do you like all of the investments in your investment portfolio? If you own callable securities you may be holding those securities longer than you have in the past. When interest rates rise, the dynamics of your investment portfolio will change. If you haven’t visited your investment strategy recently, 2014 may be a great time to do so. Jason Williams, Portfolio Manager at Moreton Asset Management, has spent 15 years managing over $2 billion in bond portfolio’s for institutions. He has worked extensively with credit unions and is knowledgeable as to the regulatory environment in which they operate. During this webinar he will cover: • Tapering: what does it mean and how might it affect your investment portfolio • Strategies for investing in a rising interest rate environment • Better and more efficient execution for buying and selling bonds and certificates of deposit This is neither an offer to sell nor a solicitation of an offer to buy securities. Prepared for informational purposes only based on information generally available to the public from sources believed to be reliable. Credit unions management should consult a financial advisor for specific advice regarding investments.

Listen "Managing Your Investment Portfolio in a Rising Rate Environment (04-22-14) - Entire Broadcast"

More episodes of the podcast Mark H. Smith's Podcast

© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA