I Bonds- Treasury Securities for Inflation

What are I Bonds?

I Bonds are savings bonds that earn a combined interest of the rate of inflation and a fixed interest rate for the life of the bond. Through the end of October 2022, a I Bond is paying over 9% in interest.

Hurricane Preparedness & Insurance Check Up

Hurricane season is upon us! Actually, it’s been here for a while. Officially, it runs from June 1st to Nov 30th.  But the hot season is fast approaching and it is always worth talking about hurricane preparedness items and, no, we don’t mean the usual items – batteries, water, supplies. Yes of course, all of those are important, but we want to focus on protecting your assets: Like your home, for example!

Q2 Market Update

In November of 2019, I had the opportunity to visit the JPMorgan Headquarters in New York for a conference and attend an economic update by one of my favorite economists, Dr. David Kelly. His presentation was being prepped to begin and was titled something like “2020 Vision: Insights for Next Year”.

A Shady Tree

“Somebody’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett
A book that I recently have been enjoying is called “Simple Wealth, Inevitable Wealth” and throughout this book the author quotes Warren Buffett. In particular, this quote stands out to me. Think about planting a tree in earth. It will inevitably take root and grow over time.

Scratch Golfers

I once read from Nick Murray that scratch golfers don’t necessarily hit the largest number of great shots, but that they actually just hit the fewest number of terrible shots.

The Behavior Gap

This term, behavior gap, was originally coined by Carl Richards, and it refers to this idea that there is a difference between a wise financial decision versus what we may ultimately do based on our emotional decision making.

Q1 Market Update

The first quarter of 2022 has been somewhat of a head scratcher for investors. With everything that has transpired like Covid and the Russian-Ukraine crisis many investors are asking “What’s going to happen next?” To answer that question, lets take a look at what has happened and what may happen next.

So, what happened in the First Quarter?

Is now a good time to buy stocks?

That’s a question that comes up frequently in investing and given the news headlines over the past few weeks, it is understandable to be asking that question. As the coronavirus headlines have taken a backseat to the Russia-Ukraine Crisis, the markets have seen heightened volatility as investors are digesting what all this means. While the situation overseas is deeply concerning, the associated market volatility can be a good thing.

3 Key Metrics for Business Owners

I love talking with entrepreneurs, because I can actually feel the excitement that comes with starting your own business. As someone who is familiar with that route though, I know there are countless factors to consider as you make decisions. Here are three things we’ve been doing from the beginning to ensure a healthy business: