by Jeannette Jones | Aug 10, 2022 | Investing & Markets
I recently requested prospectuses and other sales material from a national brokerage firm for investments held in the account of a new client transitioning to TAAG and was told they no longer had the information because the materials had ‘expired from our view.’ I...
by Michael Raidt | Aug 3, 2022 | Investing & Markets
I get the question quite often from clients, friends and family… Is now a good time to invest? Usually, the question comes with a pre-conceived opinion by the person asking of how I should answer. “The market is up a lot, should I wait until there is a dip and buy...
by Chip Workman | Jul 27, 2022 | Investing & Markets
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...
by Sarah Tenhundfeld | Jul 20, 2022 | Interest Rates, Investing & Markets
The Federal Reserve, or ‘the Fed’, sets the Federal Funds Rate through monetary policy. This is the rate that banks charge when they lend each other cash overnight. The Fed Funds Rate might seem like just another thing that only exists in the world of centralized...
by Jeannette Jones | Jul 6, 2022 | Investment Management, Personal Stories
Over the weekend I stopped by a bakery to find the lights off and a handwritten sign taped to the window – “Due to staff shortages we have shortened our hours and will be closed…” A visit to a drycleaner later that day delivered the same result. While shopping for...
by Michael Raidt | Jun 29, 2022 | Investing & Markets, Personal Stories
Okay, so I won’t string you along too far into this blog post before answering the title question – No, I can’t predict the stock market by playing golf – one can dream, right?! That being said, a couple recent rounds I played did have a lot in common with historical...
