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?
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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?
Now Is A Good Time to Buy Series I Savings Bonds!
By John H. Robinson, April 18, 2022 Over the past couple of weeks, a number of clients have asked me about whether they should take advantage of the recent jump in the interest rate paid on Savings … [Read more...] about Now Is A Good Time to Buy Series I Savings Bonds!
Old Stock Certificates Can Cause Major Headaches
By Laurey Shintani, March 1, 2022 Before the digital age, it was customary, even fashionable, for investors to take physical delivery of the shares of stock they purchased from their stockbrokers. … [Read more...] about Old Stock Certificates Can Cause Major Headaches
