If rates hike, are you on the right path?
Bond funds are popular due to their upside potential and liquidity. And, although their value can rise if interest rates fall, many don't realize that an opposite effect can happen as well. If interest rates rise, bond funds can lose value.
Recovering from a loss in your portfolio can take longer than you think. What is the math of recovery?
MORE RESOURCES TO HELP YOU MAKE A DECISION
US News & World Report: Will rising rates upend your bond fund?
Not a bank or credit union deposit or obligation
Not insured by any federal government agency
Not FDIC or NCUA/NCUSIF insured
Not guaranteed by any bank or credit union
May lose value
Symetra Life Insurance Company and First Symetra National Life Insurance Company of New York (collectively, "Symetra") are subsidiaries of Symetra Financial Corporation. Both subsidiaries are separately responsible for their own financial obligations.
Annuities are issued by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004. Products are not available in all U.S. states or any U.S. territory.
In New York, annuities are issued by First Symetra National Life Insurance Company of New York, New York, NY. Mailing address is P.O. Box 34690, Seattle, WA 98124.
This material is not intended to provide investment, tax or legal advice.