Call us  Delaware Chun Hui Chinese School
1313 Little Baltimore Rd
Hockessin, DE 19707
chunhuischoolATgmailDOTcom


Class Hour: Sat 1 - 6pm
Voice Mail: (919) 964-0591

  • Strategies for addressing interest-rate risk

    Posted on October 25, 2013 by in Community Seminars

    时间:11月2日2:00 PM-4:00PM

    地点:   CACC Library

    Little Baltimore and Valley Roads, Hockessin, Delaware 19707

    演讲者:Tom Wood and Paul Lu

    主办方:Delaware Chinese American Association (DCAA)

    内容:

    Many people associate fixed-income investing with safety. But not everyone realizes how much rising interest rates can impact a fixed-income portfolio. Market analysts are anticipating higher interest rates in the coming years, and we believe that now is an optimal time to begin preparing for them.

    I’ll be giving a free seminar to discuss strategies for addressing interest-rate risk. I’ll also discuss  related topics, including the economic forces that contribute to higher rates, the relationship between a bond’s “duration” and its interest-rate sensitivity and the importance of asset allocation.

    Tom Wood:302-428-5971. Email: tom.wood@wfadvisors.com

    Paul Lu: 302-428-5958. Email: paul.lu@wellsfargoadvisors.com

    欢迎希望了解投资的人士来共渡一个愉快的下午。如果您或您的朋友同事也想来给我们的社区做报告,或者有什么好的建议,也请联系我们:

    陶月飞 taoyuefei@gmail.com or 510-816-1355

Comments are closed.