Investing Insights
July 20, 2022

Keeping Up with Inflation: Series I Savings Bonds
Is anything keeping up with inflation this year? Cash savings accounts have been paying below 1%, stocks are in a bear market, and the bond m...
Read moreJune 13, 2022

What to Expect in Bear Markets
Stock markets have been on a downward trend for most of this year, and the S&P 500 officially entered into bear market territory (a decline of -20...
Read moreMay 18, 2022

The Tax Appeal of ETFs
“My taxes were higher in 2021, and year-end distributions from my mutual funds even increased my Medicare monthly premium,” an investor told us. “What...
Read moreApril 7, 2022

Retirement Investing in 2022's Challenging Markets
This year’s combination of higher inflation and volatility has been particularly challenging for retirement investors. Retirees have seen their inv...
Read moreMarch 2, 2022

What You Should Know About Rising Interest Rates
Interest rates jumped this year, even before the Federal Reserve’s first planned increase to the federal funds rate, the short-term benchmark interest...
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