The turn of the year marks the start of many rituals. In our financial planning practice, we report to clients and their tax accountants about their investment income and expenses in the previous year. And of course, we write letters like this one summarizing the year past in financial markets and giving reflections and observations […]
It’s been a been a while, decades in fact, but it’s time again to start being more thoughtful about earning interest on deposits. With interest rates rising, you may have seen the financial press giving increased attention to investors’ options for excess cash. For example, this recent Kiplinger article offers a brief introduction to brokered […]
Though it feels like the first fall rains only just washed away the last vestiges of summer, the holiday season is upon us, and with it all the usual pre-year-end bustle. To help you prioritize, we are sending along a few important dates for your calendars. We know that combining several topics into one newsletter […]
Whether we’ve been the driver or a passenger—perhaps as a child in the back seat on a family road trip—we’re all familiar with the question “How long until we get there?” Now, following the third consecutive quarter of market declines in both stocks and bonds amidst the Federal Reserve’s campaign to hike interest rates and […]