With rates at historic lows, financial advisors are re-examining traditional asset allocations. Low rates affect investors at all income levels and place particular stress on retirees or those reliant on fixed income. At the same time, these rate levels open up opportunities for real estate investments as well as other alternative asset classes.
We’ll discuss these and other questions:
- How should financial advisors think about allocating client portfolios in a low-rate environment?
- Where are rates headed in the future?
- What will be the financial consequences of low rates?
- What economic trends are next up for advisors and their clients?
