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You have probably heard about this year’s hot investment, Treasury issued Series I savings bonds. We wrote an article in the spring about I bonds when the interest rate was set to 9.62%.

Panic! At the Disco sings about having high hopes, shooting for the stars, and having a vision. It often can be easy to lose sight of your goals in the midst of a busy schedule. Shoot, it is even easier not to set goals for yourself in the first place. Between work obligations, family commitments, and the occasional global pandemic, you may not even think about giving yourself the time to set goals.

When I stop to think about it, I find it amazing that most of my friends and family (and myself!) are getting within striking distance of retirement. It doesn’t seem that long ago that I started my career in this industry

For the past few years, we relied on my husband’s start-up business losses as a “saucepreneur” to offset any tax payment shortages throughout the year. In 2021, that strategy failed, for a number of reasons. It never occurred to me that we would have any issue with underpaying our taxes.

On the first Sunday in May, Waitara and I competed in our first horse show of the season at Turner Farm in Great Falls. It rained. It was cold. We had fun, mostly. Dressage is a bit like portfolio management, part art and part science.

The first lesson I learned in Econ 101 was the concept “there is no such thing as a free lunch.” As a freshman college student on a prepaid meal plan, I was initially skeptical. 

In the Northern Virginia area, we come across many successful professionals who have significant philanthropic desires. As financial professionals, it is important that we understand different charitable gifting options to explore with the client as part of their financial or estate plans.

I recently attended a Fidelity sponsored webinar in which they presented their new whitepaper on bitcoin. In general, I’m skeptical of digital assets such as bitcoin and other digital currencies, as well as Non-fungible tokens (NFTs) and the like.

We Americans love our pets and are spending more and more money on their care and wellbeing. Based on the May 2021 ASPCA¹  survey, 23 million American households acquired a pet during the COVID-19 pandemic. Concerns about potential challenges of pet ownership as people’s lives return to normal, post-pandemic have not yet reached a critical level, according to the survey.

There are many reasons to look for a larger home – feeling cramped in your current space, family changes (marriage, kids, family moving in), increased work from home, and desire to spend more time with loved ones. My lovely wife and I, and our 5 kids, had several of these squarely on our minds when we started our home upgrade journey in 2019.