Newsletter - To Your Wealth

The bear has returned to Wall Street

By Financial Service Group June 15, 2022

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

By Justus Morgan, CFP®May 18, 2022

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

By Michael Haubrich, CFP®April 4, 2022

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

By Justus Morgan, CFP®March 15, 2022

Here are three considerations for your portfolio when a market decline looks inevitable.

Protect your financial wellbeing from scammers

By Tami Witt February 15, 2022

Scammers constantly come up with ways to access your personal, confidential information. Protect your financial wellbeing.

Start 2022 with a move toward financial independence

By Justus Morgan, CFP®January 2, 2022

Start 2022 off on a right foot by understanding how much to start saving toward your retirement and stepping toward financial independence.

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