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...
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...
