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1313 Little Baltimore Rd
Hockessin, DE 19707

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  • 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)


    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: [email protected]

    Paul Lu: 302-428-5958. Email: [email protected]


    陶月飞 [email protected] or 510-816-1355

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