Revisiting I-Bonds
I-Bonds were a fantastic investment opportunity in 2022 as inflation rates were the highest we had seen in decades. I-Bonds purchased from May 1st through October 31st of 2022 earned a return of 9.62% (annualized) for the first six months. Since then, rates on I-Bonds purchased during that period in 2022 have been much more […]
Post-Election Reflections
Whether you find the election results exciting or shocking, we are now faced with the question, “What’s next?” With respect to your investments, here’s a quick reminder of how we feel about that: Ample evidence informs us that it is unwise to alter your long-term investment strategy in reaction to breaking news, no matter how […]
Elections and the Stock Market
With less than a month to go before the Presidential election, many clients and friends have asked me how the markets will respond to the voters’ choice. While there will be no shortage of prognostications in the media, investors would be well served to avoid speculating. Trying to outguess the market is often a losing […]
Presidents, Politics and Your Portfolio: Thinking Beyond Stage One
It’s no surprise that this year’s U.S. presidential race has become a subject of conversation around the globe. In “Why Our Social Feeds are Full of Politics,” Canadian digital marketing executive Tara Hunt observes, “American politics, it seems, makes for high-intensity emotions far and wide.” The intensity will probably only increase as the November 8 […]
