The Importance of Financial Independence

The Importance of Financial Independence

By Lindsey Simek, Financial Advisor When it comes to us women, there are several reasons why money and finances may take a back seat to our everyday responsibilities. It’s not that we can’t plan for our financial future, we can, we are just so busy. We work, take care...
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...