What is Happening in Stock and Bond Markets?

What is Happening in Stock and Bond Markets?

What is Happening in Stock and Bond Markets? The stock market has been volatile lately because there is a competing narrative between the Federal Reserve (the Fed) talking tough about raising interest rates until inflation is reduced to its 2% target and investors who...

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Earn 6.89% with Treasury I-bonds

Earn 6.89% with Treasury I-bonds

Earn 6.89% Risk-Free on US Treasury I-Bonds! Series I savings bonds are limited to a maximum purchase of $15,000 per person per year. I-Bonds must be purchased directly from the US Treasury with up to $10,000 purchased online and $5,000 through federal tax refunds as...

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Making the Retirement Decision Easier

Making the Retirement Decision Easier

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...

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Are You Prepared for Rising Estate Taxes?

Are You Prepared for Rising Estate Taxes?

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...

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Investing for Inflation

Investing for Inflation

US Dollar After Inflation The US Federal Government’s massive $5.6 trillion expansionary policies through July 31, 2020 mitigated much of the short-term economic damage from the government-mandated shut-down, but is causing many investors to worry about impending...

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