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 […]
Cash Management In A Declining Interest Rate Environment

Over the last two years, interest rates have risen at a historic clip. As a result, Rockbridge has dedicated moretime helping clients manage cash reserves to take advantage of the current market environment. In previous years, “high yield” savings accounts were (and some still are) paying less than 1%. Now, it is easy to find […]
How to Capitalize on High-Interest Rates

Recent periods of high inflation have led to an increase in interest rates to levels not seen in well over a decade. During times like these, it’s important to continue to stay diligent and avoid leaving money on the sidelines earning low returns that are outpaced by inflation and losing purchasing power. With interest rates […]