Inflation and Interest Rates: Series I Bonds

Inflation is the sustained, upward movement of prices in an economy.  It is not defined by the price changes of a single item, rather it measures the general trend of prices paid for a wide range of goods and services, reflected by an index like the Consumer Price Index (CPI).  Generally speaking, prices for things [...]

Three Reasons for the Self-Employed to Consider a Certified Financial Planner Relationship

Self-employed individuals and owners of small businesses face a unique set of challenges when it comes to wealth management and investment planning. Managing two budgets with different timing needs can be daunting. Cash management strategies that contemplate the timing of inflows and outflows on the business and family side, as well as future tax obligations [...]

Go to Top