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05 May 2022 Series I Savings Bonds Paying 9.62%

Posted at 15:14h in The Friday Brief by Geoff Hall, CFP®, RICP®

I can’t think of many good things to say about the high rate of inflation we’re currently experiencing in our economy. That’s why on Monday, when the Department of the Treasury announced that Series I savings bonds are now paying an annual rate of 9.62%...

28 Apr 2022 Treasury Bonds and the Beauty of Correlation

Posted at 17:17h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Four weeks ago, I argued that the correction the stock market experienced earlier this year was entirely normal. What that brief omitted was any real discussion of the bond market which, as you may have heard, is having its own problems. The instigator of most...

21 Apr 2022 The Four Pillars of Quality Leisure

Posted at 18:54h in The Friday Brief by Jared Korver, CPA, CFP®

"People Who Hate Retirement—and What the Rest of Us Can Learn From Them." That was the title of an article from Monday's print edition of the Wall Street Journal—a title so click-baity that I actually tried to click the physical paper as I held it in...

07 Apr 2022 SECURE Act Clarifications, and a Secure Act 2.0?

Posted at 17:36h in The Friday Brief by Ellen Martin

Legislation nicknamed the “Secure Act 2.0” made its way through the House of Representatives last week and was sent to the Senate, where it also has bipartisan support. This bill originally was introduced back in October 2020, so it’s been around for a while on...