Understanding Series-I Savings Bonds 

  Written by: Catherine Buck, CFP®    When inflation peaked in June 2022, many investors turned to Series I Bonds, commonly known as I-Bonds, as a safe haven offering government-backed returns tied to rising inflation. At the time, they provided an appealing combination of low risk and inflation protection. But now that inflation has begun…

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Defined-Outcome ETFs: Clarity in Uncertain Times

      Written by: Paolo LaPietra, CFP®   Sometimes the market just wants to keep us on our toes. April was a perfect reminder of that—when the S&P 500 dropped over 15% seemingly overnight on tariff fears and recession whispers. And yet, here we are, not even into June, and the index has already clawed…

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Removing the Emotions from Investing

      Written by: Martin Shields, CFP®, AIF® When we meet with a prospective client in an initial meeting, we discuss the value we provide for our clients which can be broken down into the following categories: Personal CFO – We provide guidance regarding any finance related question. Tactical Investment Management – We manage ETF…

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