Series I Bonds…Paying 9.62%

Series I Bonds…Paying 9.62%

Series I Bonds are paying a record 9.62% interest rate, and this may a smart buy for many. With the market experiencing extreme volatility, an investment such as I bonds, may be just what investors are looking for. I bonds can be purchased in increments of $25 with a...
The Market Conundrum 2.0

The Market Conundrum 2.0

By Ryan Turbyfill, MBA  Financial Advisor It has been a wild start to 2022 with the worst quarter in over 40 years for the bond market as interest rates surged, inflation remains very high and the tragedy in Ukraine. This past Friday the 22nd, the Dow Jones Industrial...
Russia, Ukraine (and the Markets)

Russia, Ukraine (and the Markets)

By Ryan Turbyfill, MBA  Financial Advisor As I write this on Thursday morning, February 24th, it seems a bit callous to write about the markets when just 12 hours ago, Russia began its attacks on Ukraine.  However, as I start my day, as your trusted advisor, we are...
Tax Forms-1099 Notice

Tax Forms-1099 Notice

By Bill Sigrist, Operations Manager Some 1099 tax forms for non-IRAs were made available as early as late January 2022. In many cases non-IRA 1099’s may be posted mid to late February into early March. TD Ameritrade will be posting additional 1099’s online on February...
New Year’s Hangover

New Year’s Hangover

By Ryan Turbyfill, MBA  Financial Advisor The market woke up on the first trading day of the year, January 3rd with a massive hangover from 21 months of indulging in low interest rates, easy monetary policy, and massive amounts of cash in the economy.  The Federal...
End of the Year Financial Moves

End of the Year Financial Moves

By Lindsey Simek, Financial Advisor As we close out 2021 and look forward to the New Year, there maybe a few financial moves to make still this year. I am sure that for many of you, much like myself, 2021 brought many changes, both personally and professionally. New...