CDs, or Certificates of Deposit, have not been a highly regarded savings vehicle for nearly 20 years because the rates on these instruments have been so poor. Up until recently, they offered very little to no additional return compared to high-yield savings accounts, while simultaneously locking your money in for an extended period of time. Even when a CD did …
Race to the (Tax Filing) Finish!
It is less than four weeks until the April 18th tax filing deadline. Here are some pro tips to help you be (tax) prepared as we approach the (tax) finish line. 1. If you have not started preparing to file, at a minimum you need to make certain you file an extension on your tax return. This does not give …
What’s An Extra 0.25% Between Friends? The Dastardly Machination of Inflation
For the past couple of years, a key metric that has impacted most households in a sudden, meaningful way has been inflation. We have seen the price of goods increase in every aspect of our lives, which has put considerable pressure on households, particularly those of lower income where wages may have already been pretty close to the level of …
2023: History Does Not Repeat Itself, But It Rhymes
First, I want to say thank you for the support and trust you have placed in myself and my team not only this past year, but throughout our journey as we celebrate five years being in business as of January 2nd. This annual letter is designed to report to you various happenings both with the firm itself and our outlook …
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