Asset Repositioning in a Time of Low Interest Rates

July 30, 2012 by Russell E. Towers, J.D., CLU, ChFC

By Russell E. Towers, J.D., CLU, ChFC

July 5, 2012 •

With interest rates at historically low levels, certain types of fixed interest rate financial assets may prove to be inefficient conduits for the transfer of wealth to heirs. These fixed assets include CDs, money markets, corporate bond funds and U.S. government securities. Yields on these investment instruments have declined dramatically, thus leading to shrinking levels of income for those who hold them. Click here to read more…

Originally Posted at LifeHealthPro on July 5, 2012 by Russell E. Towers, J.D., CLU, ChFC.