by admin | Sep 26, 2022 | Archives, Changing Times, View on Market
The Federal Reserve raised the Fed Rate by 0.75% on Wednesday (the 21st) and was the fifth time this year along. This has impacted mortgage rates, credit card debt, but has also had a large impact on both the stock and bond market. On Tuesday, the 13th of September,...
by admin | Aug 29, 2022 | Archives
By Lindsey Simek When we think of ESG and implement ESG into our portfolios, there always seems to be a common theme. Most people, when thinking of ESG investing, just consider the environmental element. We need to remember that ESG investing consists of three...
by admin | May 9, 2022 | Archives, Capstone, Changing Times
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...
by admin | Apr 26, 2022 | Archives, View on Market
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...
by admin | Feb 28, 2022 | Archives, Capstone, Changing Times
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...
by admin | Feb 7, 2022 | Archives
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...
