Seizing Opportunity: Higher Interest Rates & Portfolio Reviews
Manage episode 407501684 series 3561334
Volatility in the stock market and record-high interest rates are dominating the headlines, but what opportunities do these conditions bring for your retirement savings?
Learn how you can enhance your financial portfolio by making the most of these elevated rates. Discover strategies to balance safety and risk in your investment approach.
Kevin addresses the importance of conducting regular portfolio reviews. When should you do a deep dive and revamp your investment strategy? Find out how often you should meet with your advisor, why it's essential, and how it can ensure you stay on track towards your financial goals.
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