Insights
Grow your knowledge with insights from Create Wealth Financial Planning.
How Your Bond Portfolio is Impacted by Interest Rate Changes
September 18, 2025
Changes in interest rates have a direct impact on the values of bonds and bond investment funds. No matter what kind of investor you are, there is a good chance that at least some of your portfolio is in bonds. This brief video will help you understand how changes up or down in overall interest rates can change the value, up or down, of your bond holdings.
Smart Strategies for Managing Taxes When You Inherit an IRA
August 14, 2025
Life Insurance 201: Term Life vs Permanent Life
April 25, 2025
Why You Shouldn't Try To Time The Market
April 11, 2025
How Bonds (Should) Provide Diversification
March 7, 2025
Life Insurance 101 Understanding the Basics
February 28, 2025
Dividends are Important, but probably not as important as you think
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What is a 1099-K and how to handle it when it arrives
February 13, 2025
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What Tax Documents Do I Need For Filing My Tax Return?
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Getting Comfortable with Market Volatility
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A 101 Class on 529 College Savings Plans
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You owed how much on your taxes?
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Does your investment account know what it was made for?
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