by Jeffrey Barnett | Jul 2, 2022 | Uncategorized
Do recent stock and bond market losses have you questioning your asset allocation and investment strategy? 🤔 Ask yourself these five questions to see if you need to make a change: 👇 1. Are you feeling stressed😬? What percentage loss in the value of your portfolio...
by Jeffrey Barnett | Jun 18, 2022 | Uncategorized
Stocks slid into bear market territory after a bad May inflation report showed that prices rose 8.6%, the fastest pace since 1981.1 The market, represented by the S&P 500 index, declined...
by Jeffrey Barnett | Nov 2, 2021 | Uncategorized
Earn 9.62% Risk-Free on US Treasury I-Bonds! The interest rate on US Treasury Series I savings bonds has been raised to 9.62%. At 9.62%, the initial interest rate on new Series I savings bonds is the highest interest rate ever. You can buy I bonds at that rate through...
by Jeffrey Barnett | Jul 17, 2021 | Uncategorized
Are you thinking about retirement? It’s a major decision. An accountant I know said he and his wife think they have enough to retire, but want to be 100% sure before they stop working. He tried several online financial calculators, but correctly recognized that they...
by Jeffrey Barnett | Apr 14, 2021 | Uncategorized
Current Estate Tax Current tax law provides an exemption of $11.7 million per person ($23.4 million for a married couple) in 2021 to be passed to beneficiaries without federal estate tax. The federal estate tax rate is currently 40%. Proposed Changes President Biden...
