By now you’ve probably seen several articles or heard news stories about I-bonds and the fantastic investing opportunity they currently offer. I-bonds are specialized bonds issued by the US Treasury that are designed to adjust their yield semi-annually with the...
Markets around the world officially entered bear market territory last week. We understand that market declines are stressful, regardless of how many times you’ve been through this. But we want to remind everyone that bear market risks were...
As of February 28th, 2022, Russian equities accounted for less than 2% of the MSCI Emerging Markets index. If you want to know how much exposure you have to Russian stocks in your portfolio, here’s an easy formula: How much do you have in stocks? Let’s say your...
Planning for 2022, but first… Several weeks ago, Tiffany and I met to discuss our business plan for 2022 and review the past year. Businesses, just like families, are more successful at meeting their goals when they regularly update their financial plans. ...