Advancing Diversity —and Your Portfolio

Advancing Diversity —and Your Portfolio

Despite progress made, we are still a long way away from achieving equality in the workplace. Thanks to investor demand, increased data and transparency driving investment strategies and more robust impact reporting capabilities, investors now have more opportunities...
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...
Inflation…It’s Hot!!!

Inflation…It’s Hot!!!

By Lindsey Simek   For past few years, we have lived in a very low inflation environment, and not only have we enjoyed the benefits of low inflation, but we have grown accustomed to it as well.  Then when inflation surged, it was an unwelcome shock to our systems...
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...