Financial Information, Money Matters: Creating a Diversified Portfolio

Today’s low rates and anticipated interest rate increases can create havoc in a  portfolio, as bonds as an asset classes now carry greater risk.
Erika Safran, CFP will discuss  how different asset classes react, and share investment strategies for a prolonged rising rate environment.
 

Erika Safran, CFP® is founder of Safran Wealth Advisors.  She is an adjunct faculty member in the CFP program at Baruch College, and a board member of the NY Chapter of the Financial Planning Association and member of the Financial Women's Association.