Financial Advisor: Carol Sumoski

12/07/2022

The Holidays are a busy time of year, but you want to make sure you do you final 'housekeeping' check on your finances before the year runs out.

These moves are good to make at any time of the year, but doing them before 2023 arrives can help you enjoy a fresh, confident start to the new year.

11/28/2022

This is a very informative explanation of some of the mechanics behind how our economy works. Let me know what you think!

Economics 101 -- "How the Economic Machine Works."Created by Ray Dalio this simple but not simplistic and easy to follow 30 minute, animated video answers th...

10/23/2022

The bond market is a disaster. Thirty-year Treasury bonds are 36% below their highs since the bear bond market started in 2020. If you’re feeling a little lost and overwhelmed in this environment — you’re not alone...

10/20/2022

Treasury yields were little changed on Thursday, holding near the highest levels in more than a decade.

10/17/2022

Series I savings bonds are issued by the US Treasury, but their historically high rate is coming to an end at the end of the month. Check out the article below for more information, including how to get them.

The record rate for I bonds expires at the end of October.

10/07/2022

When 'good' news comes out but markets react negatively, it can be a headscratcher. Here is an article by CNBC explaining todays market behavior:

The major averages are on track for weekly gains, despite taking a spill on Thursday.

10/04/2022

Thank goodness the Treasury has updated the website for the popular saving bonds! Hopefully it will be easier for people to use now.

The U.S. Department of the Treasury has unveiled a makeover for TreasuryDirect, the platform used to buy Series I bonds. Here's what investors need to know.

09/20/2022

The Fed is set to meet today and there is a lot of buzz about raising rates... but what does that mean and what will it do?

Interest rates can have both positive and negative effects on U.S. stocks, bonds, and inflation.

09/13/2022

The inflation data released today shows that inflation is still hot sending markets down. But in a high inflation environment there are a few places to hide.

Soaring inflation got you down? You can take advantage of it with a government savings bond.