Bond Market Update: Consequences and Opportunities November 7, 2023 by J.D. Wolfsberg: As the Federal Reserve has moved forward with its plan to lower inflation, interest rates have risen across the board. When the Fed began its rate-hiking campaign, bond markets...
Investor Considerations: Interest Rates and Money Markets March 10, 2023: Inflation and interest rate movements continue to be the primary focus for investors as they keep a close eye on both the equity and fixed income markets. In fact, the headlines have remained...
Q3 Commentary with J.D. Wolfsberg October 21, 2022: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Portfolio Manager, J.D. Wolfsberg CFA, CFP®, will be sharing his commentary...
The Federal Reserve and Market Volatility Written September 30, 2022. By JD Wolfsberg: Background By the end of 2021 the Federal Reserve began to realize that inflation was no longer “transitory” and they were in fact falling behind in curbing price increases. As we...
Will I Ever See an Increase In My Savings Account Rate? August 3,2022. By J.D. Wolfsberg: Money market yields have inched up given the recent interest rate hikes by the Federal Reserve Bank. Using a hypothetical example and current average numbers, the yield on a...
What are I Bonds? July 29, 2022. By J.D. Wolfsberg: With inflation being one of the top issues on investors minds, Series I Savings Bonds have recently garnered more attention than in the previous decade when inflation was dormant. As with any investment, there are...
