Are Floating Rate Funds a Suitable Solution in a Rising Rate Environment?

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Manage episode 213777269 series 1396173
By OJM Group. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
During the last several years, investors and advisors have faced challenges in their attempts to design suitable portfolios. If you are reading headlines and listening to financial news programs, you may be confused by the prior statement. We are consistently reminded by the media that major stock indices are reaching record highs nearly every month. Domestic stocks have thrived since the financial crisis, leaving most investors thrilled with the portion of their portfolio designed for growth.

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