(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
Category: Investing
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
How to Contribute $67,500 into a Solo 401k in 2022
Solo 401k’s have always had a large annual contribution limit, but the trick is getting to that limit while living within the rules provided by the IRS. There are four rules to follow to contribute the entire $67,500. Rule #1: Qualifying Business You must work in a for-profit business with “one” employee: you. However, the
Quarter in Charts – Q3 2021
According to NPR’s Rob Elving “The Basics” explainer on the Debt Ceiling, congress will likely raise our nation’s imaginary borrowing “line in the sand” for nearly the hundredth time since 1917.
Do Cryptoassets Like Bitcoin Belong in My Portfolio?
Bitcoin has dominance, with 45.6% of the market cap, followed by Ethereum, at 17.1%. As more people have made (and lost) money…
Quarter in Charts – Q2 2021
As we close out the first half of the year, significant headlines continue to surround the Pandemic. Concern has shifted to the impact on the labor market, inflation, interest rates, and housing.
Quarter in Charts – Q1 2021
So much over the last year has felt like it belonged in a movie rather than real life. From COVID to the election, from social unrest to working and schooling from home.
Quarter in Charts – Q4 2020
Much like the buffet lines, the financial media served up a lot of “food” this year, not all of it of substance. In an effort to cut through to what is most important and what we need to pay attention to going forward
Quarter in Charts – Q3 2020
COVID-19 Still Hits Hard “What a year this week has been.” That was the response I got from a friend when I asked him how things were going. And it is probably what most of us have felt as we process COVID-19, the economy, elections, and the market on top of managing work, family, school,
Quarter in Charts – Q2 2020
So, How Was Your Day? Your Quarter? Your Year? It’s hard to wrap my mind around the wildly different experiences we’ve all had over the last four months. For every quarantined person who has learned to bake sourdough, many more kids aren’t getting their school lunches. For anyone who has realized they can do their