Portfolio Manager Kirsty Peev Quoted in the Wall Street Journal
Our Portfolio Manager, Kirsty Peev, CFP®, was recently quoted by the Wall Street Journal in a piece about how the upcoming rising rate environment is causing some financial advisers to panic and sell high-yield bond ETFs.
However, Kirsty Peev's approach is to look to the long term, taking the bond ETF trading frenzy with a grain of salt. Find out why in the article below:
"High-Yield Jitters Lead Some Advisers to Sell ETFs" by Daisy Maxey, Wall Street Journal
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Halpern Financial, Inc.), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Halpern Financial, Inc.. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Halpern Financial, Inc. is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Halpern Financial, Inc.’s current written disclosure statement discussing our advisory services and fees is available for review upon request.