myCPE
myCPE

Utilizing the Barbell Strategy in Interest Rate Uncertainty 1 Credit

Dec 12, 2024, 02:30 PM ET

Utilizing the Barbell Strategy in Interest Rate Uncertainty 1 Credit

  • Rating

    4.5
  • Reviewed on

    February, 2024
  • Subject Area

    Finance

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Dec 12, 2024, 02:30 PM ET

Learning Objective

  • To explain the benefits and drawbacks of a barbell strategy.
  • To analyze current economic indicators and apply them against potential interest rate adjustments.
  • To discuss how fear is impacting investing decisions.
  • To identify how to position this strategy and be prepared for future market sentiment.

Course Overview

After more than a year of crushing inflation and interest intervention by the Federal Reserve, many investors are reeling from uncertainty and weariness from market whiplash. Now, in addition to on-edge investors watching for signs of interest hikes due to inflation, systemic economic worries over a potential banking crisis are further confusing markets.

Rapid repositioning in asset markets has been the net result, as investors bet that slowing the pace of interest rate hikes is necessary to avoid damaging the economy. Traditional safe-havens such as gold, Treasuries, and money markets are booming, as are more speculative investments such as tech stocks and bitcoin.

The Barbell strategy is considered a hedge against interest rates. Rather than positioning on one side of potential interest rates, the barbell takes advantage of current long-term rates, while leaving short-term investable assets available to capture additional raises or be repositioned, as warranted.

This CPE Finance webinar looks at the benefits and drawbacks of this strategy. We will discuss ways to assist clients in structuring a barbell for their portfolio. We’ll also present up-to-date economic indicators to facilitate a discussion that reflects the reality of today’s markets.  Whether you are a financial or an accounting professional, this program will inform and instruct you on implementing a barbell strategy for clients.

Major topics:

  • Benefits and Drawbacks of a Barbell Strategy
  • Analysis of Current Economic Indicators
  • Application of Economic Indicators Against Potential Interest Rate Adjustments
  • Impact of Fear on Investing Decisions
  • Positioning the Barbell Strategy in Response to Market Sentiment
  • Implementation and Structuring of the Barbell Strategy for Portfolios

Join this webinar by Ilene Slatko, a speaker and serial entrepreneur who currently coaches clients working through the long tail of administrative and financial tasks involved in the estate and divorce process. She spent over 30 years in the financial industry and has long been a resource for financial and accounting professionals.

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Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Ilene Slatko
Ilene Slatko

Principal, DSS Consulting

  • 4.5
  • rating
  • rating
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For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education. 

Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development. 

Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,

She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields. 

Ilene is an alumna of Marietta College where she studied Drama, Speech, and English. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

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RO

Rory Oconnor, CPA (US)

The presenter was extremely knowledgeable and the information presented was useful and informative given the current market conditions.

SN

Starla Nelson, CPA in Canada

Very timely seminar about how to use bonds to maximize returns in the current interest rate environment.

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