How Rising Interest Rates Affect Clients' Financial Plans

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Portfolio Prescriptions for Rising Interest Rates

There are a number of strategies you can employ to defend against rising interest rates. In Part I of a two-part series, we look at how TIPS, floating-rate notes, REITs, and other products can help rejigger clients' portfolios as the Fed tightens interest rates.

Advanced Techniques for Managing Interest Rate Exposure

Your clients have at least two options for dealing with rising interest rates. They can face the risk head-on by shorting bonds or investing in inverse bond funds, TRAKRs, gold, currencies, or commodities. Or they can consider ignoring interest rate risk altogether by purchasing fixed annuities. Part 2 of a two-part series.

Transferring Assets With Tax-Efficient Trusts

If your client wants to transfer home ownership to one child, pass along valuable artwork to all children, or create a tax-advantaged annuity for himself, he may want to consider using a grantor-retained interest trust. Here are several kinds of GRITs and how they work.