October 2022 update on market conditions
Earlier in October we sent a communication to our clients describing some of the current conditions that are having an impact on the financial markets.
Savings account interest rates on the rise
In 2022 savings account interest rates have increased to the point where they are paying significantly more than checking accounts.
Celebrating financial independence
As we celebrated our country’s independence this month, thinking about our own personal financial independence is worth pondering too.
The bear has returned to Wall Street
The bear is not a welcome visitor to the U.S. stock market, but nonetheless he has returned for what we hope is a short stay.
Interest rate risk explained
Besides understanding how rising interest rates affect the value of your bonds which increases the likelihood of sticking with your investment strategy, consider owning shorter term bonds which are less sensitive to interest rates.
Consider adding Series I savings bonds to your portfolio
Series I savings bonds are offering 7.12 percent interest rate through April, 2022. Consider adding this asset to your portfolio.
The Coming Storm: Considerations for your portfolio
Here are three considerations for your portfolio when a market decline looks inevitable.
Protect your financial wellbeing from scammers
Scammers constantly come up with ways to access your personal, confidential information. Protect your financial wellbeing.
Start 2022 with a move toward financial independence
Start 2022 off on a right foot by understanding how much to start saving toward your retirement and stepping toward financial independence.
Decreasing your tax bill: Year-end tax planning tips for 2021
This year has seen tax law changes affecting everyone from young families to those already retired. Here are a few tips for decreasing your tax bill.