"Why would anyone buy a 5-year bond at 3.5% when you could get a 1-year bond at 4%?"
"Why don't I put all my money in a 4-month T-bill and make 4.9%?"
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
For anyone invested right now, it feels like we’re sinking. But just as boats have lifejackets to keep you afloat, your financial life should have its own lifejackets in place to help keep you from sinking in bear market times like these.
Since the beginning of 2020, checkable deposits have quadrupled, giving consumers the ability to continue spending and withstand increased prices. What does this mean for inflation and prices in the future?
Investors are always on the lookout, it seems, for new and profitable ways to help make their dollars work for them. One that has come up quite often on our clients’ radars recently is Series I Bonds (or just I Bonds).
Are you feeling the pain at the pump? What is driving oil prices higher?
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.
This year has reminded us of the many important roles that fixed income can play in portfolios.
Since the beginning of 2020, checkable deposits have quadrupled, giving consumers the ability to continue spending and withstand increased prices. What does this mean for inflation and prices in the future?
Investors are always on the lookout, it seems, for new and profitable ways to help make their dollars work for them. One that has come up quite often on our clients’ radars recently is Series I Bonds (or just I Bonds).
Are you feeling the pain at the pump? What is driving oil prices higher?
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.
This year has reminded us of the many important roles that fixed income can play in portfolios.
