As interest rates have risen, so too have discussions of high-yield savings accounts and investment vehicles.
Offering perspective on this trend, Curi RMB Capital wealth advisor Janelle McCreary was recently spotlighted in a CBS News Moneywatch article talking about how these accounts may be impacted if interest rates start to fall. McCreary offered thoughts on some alternatives to high-yield savings accounts, as well as the importance of diversified, low-cost investment portfolio.
“High-yield savings accounts are generally not recommended as a one-and-done investment solution, but their historically high interest rates over the past several months have been a welcome source for generating low-risk investment returns,” she noted in the article.
For more information about investment and savings vehicles that fit your situation and financial goals, reach out to your Curi RMB Capital advisor.
Disclaimers
The opinions and analyses expressed in this presentation are based on Curi Capital, LLC’s (“Curi Capital”) research and professional experience are expressed as of the date of our mailing of this presentation. Certain information expressed represents an assessment at a specific point in time and is not intended to be a forecast or guarantee of future results, nor is it intended to speak to any future time periods. Curi Capital makes no warranty or representation, express or implied, nor does Curi Capital accept any liability, with respect to the information and data set forth herein, and Curi Capital specifically disclaims any duty to update any of the information and data contained in this presentation. The information and data in this presentation does not constitute legal, tax, accounting, investment or other professional advice. An investment cannot be made directly in an index. The index data assumes reinvestment of all income and does not bear fees, taxes, or transaction costs.
