(800) 644-1150

Buckets: Taking Advantage of Higher Interest Rates- Episode 120

Interest rates went up quite a bit in 2022 – did you notice?  It’s a pretty sure bet that you did, since everything from mortgages to credit cards to the value of the stock market were affected.

But are higher interest rates good or bad?  Depends on whom you ask.  To borrowers, it’s not so hot.  But to lenders and savers, these rate levels that we haven’t seen for more than a decade may be a really good thing… if you take the proper steps through planning.

How might a Bucket Strategy take advantage of this current interest rate environment?  Learn more from podcast host Johnny Dean and “Professor” Rick Plum, CFP ® on this week’s episode of Managing Your Financial Future!

Important Information:

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable for a client's or prospective client's portfolio, thus, investments may result in a loss of principal.

Accordingly, no client or prospective client should assume that the information presented serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

Start Your Strategy

Personalized investment advice and support to help grow your portfolio