Series I-Bonds
What is an I-Bond? US Treasury Series I-Bonds (I-Bonds) are inflation-adjusted savings bonds. Interest compounds every six months (May and November), and the rates are…
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Core Wealth Management Quarterly Market Update – 3Q 2022
As the market accepted the reality of higher interest rates, a likely recession, and heightened uncertainty, both equity and bond markets continued their decline. Below…
Market Landscape – Q2 2022
With inflation and recession fears dominating headlines, both stocks and bonds continued their fall in the second quarter of 2022. At times, it useful to…
The Long-Term Outlook for Inflation
Earlier this month, the U.S. Bureau of Labor Statistics announced that the Consumer Price Index (CPI) for All Urban Consumers had risen 8.5% for the…
US Stocks Continued to Dominate in 2021, but What Does That Mean for the Future?
As the global pandemic extended into 2021, the markets continued the remarkable run that began the third week of March 2020. Since that time, US…
Florida Homestead Exemption
Florida residents can file for a homestead exemption on their primary residence as a means to reduce property taxes. What is the Florida Homestead Exemption?…
Investing versus Speculating
When it comes to determining how to allocate your savings, what is the difference between investing and speculating? Investing is characterized by: Productive capacity: An…
Social Security Update
On August 31, 2021, the Social Security Board of Trustees released its annual report, which included the latest projection for the Old-Age and Survivors Insurance…