J.R. featured on WIMPLE (May 2022) Wimple (Wealth Made Simple) is a San Diego-based fintech startup that is building a nationwide matchmaking platform for consumers and financial professionals. … [Read more...] about JR Featured on WIMPLE
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3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE
3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE By John Robinson, May 2022 Where NOT to Put Cash Now that interest rates have begun rising, some consumers are asking if it is a good … [Read more...] about 3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE
How Many IRAs Do You Need?
How Many IRAs Do You Need? By Laurey Shintani, June 21, 2022 Pop Quiz: What is the maximum number of traditional or Roth IRAs a taxpayer may establish? Answer: There is no limit. While … [Read more...] about How Many IRAs Do You Need?
3 PLACES TO PARK CASH AND 3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE
By John Robinson, May 2022 Where to Put Cash Now For the past few years, I have been imploring clients to eliminate bond mutual funds and ETFs to protect their "safe" assets in anticipation of … [Read more...] about 3 PLACES TO PARK CASH AND 3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE
Are Series I Savings Bonds Still Worth Buying?
By John H. Robinson, May 5, 2022 Consumers who purchased U.S. Treasury-issued Series I savings bonds prior to the end of April 2022 locked in 7.12% over the first six months and incredible 9.6% for … [Read more...] about Are Series I Savings Bonds Still Worth Buying?
