Investment Planning Insights

Market Commentary: May 17, 2022

The stock and bond markets have been struggling in 2022. We thought it would be helpful to provide an explanation regarding what has been happening, how to think about these issues, and what we are doing about it.

I-Bonds: The Treasury’s Best Kept Secret

If something sounds too good to be true, it usually is not all it’s cracked up to be--- unless it is the current yield on Series I savings bonds, also known as, I-bonds. I-bonds are savings bonds guaranteed by the US Government that currently yield 7.12% and will increase to 9.62% in May.

Residential Rental Real Estate: Buyer Beware

Many major asset classes have experienced substantial growth over the last several years, resulting in very expensive valuations. This has led some investors to think beyond traditional investments like stocks and bonds and consider investing in single-family residential real estate for its steady cash flow and price appreciation potential. can this be a good use of capital for investors looking to earn higher potential returns?

Market Commentary: Crisis in Ukraine

The events of the past several weeks have been devastating and unsettling on many fronts. When it comes to how these events have impacted the investment markets, there are several items we believe investors should keep in mind...

ESG Investing Part III: Do I Have to Sacrifice Returns?

In Part II of our ESG Series, we talked about how hard it is to measure whether ESG investing really makes a difference in its impact on the world. In this final blog we are going to try to answer another important question: Do I have to sacrifice returns if I pursue ESG investing?

ESG Investing Part II: Does It Really Make a Difference?

Now that you have the rundown on what ESG is, you may then ask whether ESG investing makes a difference. Does ESG live up to its mandate and improve the world in some way, small or large? The best way to gauge success is to measure it.

Learning to Invest Responsibly: What is ESG?

What Does ESG Mean? ESG is a broad term that encapsulates criteria and priorities investors can apply to evaluate companies; it can mean a lot of different things to different people. Let's explore...

Lessons for Investors from 2022

We know. It's only February. But already, there's been a lot of lessons for investors. We thought we’d share with you our views on what’s happening and the key takeaways from the start of our new year.

Five Financial Planning Takeaways from Peloton’s Meteoric Downfall

You can draw comparisons between Peloton’s current challenges and your own financial setbacks. How can you recover strongly in the face of deterrents?  Here are five key financial planning takeaways.