Robert Lloyd, CFA
Interest Rates and Your Pension Lump-Sum
Updated: Apr 20, 2022
Retiring in 2023 is looking painful. Your pension lump-sum will fall as interest rates rise and comparing today to 2018 ignores the stark reality of 8.5% inflation. We really don't know how high the Fed will go: 2%, 3%, 4%, or higher. If the economy doesn't buckle, those rates are going much higher than the market is expecting.
Food for thought. Call us if you'd like to discuss. 281.402.8284.
Robert Lloyd, CFA®
Chief Investment Officer
Lloyds Intrepid Wealth Management
Lloyds Intrepid LLC is doing business as Lloyds Intrepid Wealth Management. Lloyds Intrepid LLC offers investment advisory services in the State of Texas where registered and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Lloyds Intrepid LLC and its advisers do not provide legal, tax or accounting advice. Lloyds Intrepid LLC formulates retirement plans, investment strategies, portfolio construction and investment due diligence for clients with signed investment advisory agreements with us. The information contained herein has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. All opinions and outlooks are subject to change.
© 2022 Lloyds Intrepid LLC