(Note: At the time of publication, July 2022, I Bonds were paying an annualized rate of 9.62%. Since then, interest rates and inflation have changed, causing the combined I Bond rate to adjust down to 6.89% as of February 2023. You can find the current combined interest rate here.) The US Government introduced Series I
Month: July 2022
Quarter in Charts – Q2 2022
“The Circumstances” So far this year, investors have experienced a dramatic increase in interest rates and sustained high inflation, coupled with a decrease in both stock and bond prices not seen in half a century. All of this while the US continued to add jobs and public companies increased profits at a steady pace. Below
SPWM Adds Associate Financial Planner, Jordan Johnson
Smith Partners Wealth Management is delighted to announce the addition of Jordan Johnson to our team as an Associate Financial Planner and Operations Specialist. Jordan brings her 3+ years of experience as an Associate Financial Planner for a Fiduciary Fee-Only firm in College Station, Texas. Jordan will be based in Texas and will support our