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Should I Invest in Treasury Bonds During Inflation

Should I Invest in Treasury Bonds During Inflation? Few people see the value of investing in long-term Treasury bonds now that inflation exceeds bond interest rates. As of Sept. 13, 2022, the U.S. inflation rate was over 8%1, while 10-year Treasury bonds were at...

I Bonds Can Play an Important, Albeit Small Role in your Portfolio

If you are the owner or the recent inheritor of a large IRA, the SECURE Act is likely to have a material impact on you and/or your heirs. The SECURE Act made significant changes to the way heirs are required to withdraw funds from these accounts, which will likely produce larger tax bills for many beneficiaries. This Navigator outlines strategies for both IRA owners and beneficiaries to minimize the adverse impacts of the SECURE Act.

The U.S. Dollar Wrecking Ball

“When you remember we are all mad, the mysteries disappear and life stands explained.” ─ Mark Twain In past letters, we have addressed the craziness of the current investment era multiple times. In August 2020, 10-year Treasury bond yields reached an all-time low of...

Commodities That Can Help Your Portfolio Hedge Against Inflation

It's impossible to be a consumer these days and not be keenly aware that inflation is at a 40-year high. The 9% increase seen in June 2022 was the largest increase since 1981; consumers are feeling the pain everywhere they shop, from gas to food to housing — and...