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Should I Buy an I Bond?

According to the U.S. Treasury, an I bond is “a savings bond that earns interest based on combining a fixed rate and an inflation rate.” The Treasury first issued the bonds in 1998, so this is not a new product, but suddenly financial headlines, a chat with a neighbor...

Awareness Rules

As I blogged a while back in “Counting Calories”, my wife and I started the year in the most clichéd way possible and hired a virtual trainer to help us with our nutrition. Before we began, we were issued the rules of engagement. Weigh ourselves each morning. Record...

Is It Time to Get Out of Bonds?

As we referenced in our quarterly letter and blogged about last month, it has been a difficult time in markets with lots of volatility and the usual inverse relationship between stocks and bonds missing with both in negative territory for the year. The causes of this...

Strange Times

Most of the time, stocks and bonds have an inverse relationship, meaning when stocks rise, bond prices fall, or at least rise at a significantly slower pace and vice versa. This allows for a nice counterbalance to risk in portfolios and is the cornerstone of broader...

My Time in Sherwood Forest

A little over a year ago, I set out on an experiment. App-based trading platforms, led by Robinhood, had exploded onto the scene. Investors, young ones in particular, poured into the app which in the early days of the pandemic saw accounts on its platform go from 7.2...