With the announcement that the variable interest rate on I-Bonds is going up to 9.6% from May to October (as far as I know we are still waiting to see if the fixed rate will remain at 0% or bump up a little) there is a lot of interest in them.   Pro's: You can purchase them easily directly from the US Treasury at treasurydirect.gov . I-Bonds can be purchased for as little as $25. and in increments of $.01 thereafter, so are incredibly a..

You may have heard that on April 1st of this year, the yield curve inverted, and that an inevitable recession is coming. This, however, is only one part of a much bigger financial picture.  When the yield curve inverts, most often what is being referenced is the 2-year treasury yield having surpassed the 10-year treasury yield. But not all yield curves have inverted. When you look at the spread between 10-year / 2-year treasuries in orange below..

      There is no 'taming the bear' when it comes to contractions of the business cycle like we are currently experiencing, but there are some guiding principles one can follow to make wiser decisions during these times.  This Guide to Market Fluctuations from Capital Group® American Funds® is one of the most relevant pieces for investors I have come across recently. Please give it a read and keep these strategies in mind when considering c..

                     Earlier this month Forbes reported that Tesla (TSLA) was removed from the S&P ESG Index, citing "flaws in its business conduct and, ironically, aspects of the company’s low-carbon strategy". Yet companies like Amazon, United Health, and even Exxon Mobil make the cut. This inflamed Elon Musk who proclaimed, "ESG is a scam", but the truth may lie somewhere between two extremes.    Read the Forbes article..

  Anyone who lives in, has visited, or frequents New York City knows that there is something extraordinary about a black and white cookie. Also known as half-moons, if you’re upstate, or harlequins in the Midwest, they are more than a cookie. They are a fluffy, just-sweet-enough cake covered in thick, decadent fondant (half chocolate, half vanilla) instead of frosting, so that they can be wrapped in cling-wrap and travel well… not that they ..

We face uncertainty daily – globally, professionally, fiscally, and personally - so I wanted to speak to an expert in the field of managing uncertainty. I connected with Rick Andrews who has over two decades of experience in improvisation and has worked with over 100 clients including Google, J.P. Morgan, Salesforce, and even the NFL, to name a few. He uses improv as a tool to make companies and teams work better. Here is an excerpt from our co..

Socially responsible investing, otherwise known as impact or Environmental, Social, Governance (ESG) investing, has been a hot topic in the news and a rapidly growing area of focus, especially among millennialswho are about to receive the largest intergenerationaltransferofwealthinhistory.Overthe next few years approximately 30 trillion dollars in inheritance money will move from baby boomers to millennialsandGenX’ers.Atatimewhenenvironmentalsu..