Rising Interest Rates: What They Mean for Wealth Planning

Published on October 8, 2026

Rising interest rates can affect more than investment portfolios. Explore how changing IRS interest rates may influence several estate, charitable and tax-planning strategies.

Continue reading on website
Other news

Can AI Strength Continue to Offset Deteriorating Market Breadth?

October 8, 2026
U.S. equities ended the week with mixed results. The S&P 500 declined less than one per cent to 7,722, while the Dow Jones Industrial Average declined more than one per cent to 51,177. The tech-heavy NASDAQ rose a half per cent, owing to the stability of the AI trade.

Agency MBS Offer a Compelling Current Opportunity for Reserve Managers

October 8, 2026
Western Asset’s Ion Dan explains why he thinks the fundamental case for agency mortgage-backed securities has strengthened.