Episodes

Thursday Dec 28, 2023
Interest Rate Update at the End of 2023
Thursday Dec 28, 2023
Thursday Dec 28, 2023
Paul and Evan talk about where interest rates have settled at the end of the year and how they can be an indicator of economic health. Listen along as these advisors share about positive interest rates in Europe, lower interest rates in the U.S., and how experts spend so much time and energy researching these kinds of patterns but still aren’t able to consistently predict market outcomes. Later in the episode, Evan and Paul talk about managing IRA beneficiary designations and how they could affect your financial plan.
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