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Bogart Wealth Guides:

Expertly crafted guides to inform and advise on the latest news and topics. 

INFLATION & RATES IN 2023

If you’re retired, inflation can be one of the scariest words in English. The nest egg you build so carefully to be “enough” may no longer be. As financial planners, we spend a significant amount of time thinking about inflation, as well as the financial and economic dominoes it sets off.

Which brings us to this white paper. Here, we’ll dive into what inflation really is and what’s been happening with the price of goods and services in the wake of COVID-19. We’ll also cover how the Federal Reserve fights inflation—namely, with interest rates—and how those changes in rates can spill over into the markets and economy. And then, we’ll recap some of the opportunities that might arise as a result of all of this. In other words, how we as a firm can start to manage inflation and interest rate risk on behalf of clients.

Read the full report by completing the form below.

BogartWealth Q2 Inflation White Paper Image Preview scaled | Bogart Wealth

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