Harris For President Campaign | Via ReutersFinancial experts describe Vice President Kamala Harris' investment style in one word: Boring.
In her role as vice president, Harris filed a public financial disclosure report for 2023, which was signed in May.
Carolyn McClanahan, a certified financial planner and founder of Life Planning Partners in Jacksonville, Florida, who also reviewed Harris' financial disclosure, said it makes her "heart sing" to see Harris investing in low-cost passive investment strategies.
Since 2020, mortgage rates have increased substantially, which means the couple missed their chance to lock in a low rate for a longer term.
McClanahan said she urged everyone to lock in the record low mortgage rates that were available back then.
Persons:
Kamala Harris, Barack Obama, Michelle Obama, Harris, Dustin Thackeray, She's, Thackeray, Carolyn McClanahan, McClanahan, Vance, —, Second, Douglas Emhoff, Barry Glassman, Glassman, Cash, Emhoff, it's, Ted Jenkin, Atlanta . Jenkin
Organizations:
Democratic, Reuters, Crewe Advisors, Planning Partners, CNBC, Finance, GOP, Wealth, CNBC's, Council
Locations:
U.S, Salt Lake City, Jacksonville , Florida, California, Atlanta .