Let’s talk Series I savings bonds. With inflation running its hottest since the 1970s, Series I savings bonds have been a major topic of discussion this year. Up until this year, I don’t think I had ever heard of Series I savings bonds (probably since they’re inflation-linked and inflation has been sub 2% since my…

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Below is a great email response to our recent market video from an experienced client/investor…I thought his wisdom was very sound, and wanted to share with each of you as you navigate your own plan (and emotions!)…..hope it helps. You can attribute it to an old guy who’s a cross between Andy Rooney of 60…

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Carson and Myles discuss Series I Savings Bonds. With interest rates on the rise, we have been getting questions about Series I Savings Bonds lately. We wanted to take moment to discuss what they are, how they work, and how they may or may not fit into your overall plan

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This year has been volatile for the markets. As we near the midway point, we hosted a webinar to discuss what we are seeing and watching in the markets. This is the audio to our Q2 2022 Market Update Webinar.

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Now more than ever, due to the technological advances we have seen over the past few years, we are living in a world full of freelancers, independent contractors, side-hustles, and commission-based jobs. With these types of jobs come fluctuating income based upon work completed, instead of salary or hours worked. However, this doesn’t necessarily mean…

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It doesn’t seem possible, but here we are closing in on the midway point of the year. 2022 has started out as one of the most volatile starts in any year looking back all the way to 1939. But what we are seeing we do believe to be a normal part of the economic cycle…

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