Bonds
Written by: Paolo LaPietra, CFP® I Bonds have been an extremely popular investment vehicle for Americans since 2021 with the spike in inflation that we have seen in the economy. To put into perspective on how sought after I Bonds have been, more than 3.7 million accounts were opened to purchase I Bonds in 2022…
Watch the 2023 State of the Economy presentation for our outlook on the markets and economy for the coming year. Steven Bouchey and his team will discuss: The State of the Firm 2022 In Review What’s Driving Investment Sentiment Challenges and Opportunities Planning Perspectives The Markets and Portfolio Outlook Watch the presentation below and download…
Written by: Paolo LaPietra, CFP® Whether you have been listening to the news or talking with friends and family, inflation has found it’s way into the conversation. It makes sense, inflation affects so many aspects of our lives. While stopping at the gas pump, shopping in the grocery store, or in the market for a…
As seen in The Saratogian The Fed met this week and as expected, they hiked interest rates by 0.75%. I believe this was already baked into the cake, as they say. The Fed was late to this party and should have begun hiking rates last year but is now committed to fighting inflation as best…
Written by: Paolo LaPietra, CFP® Over the last few weeks, I’ve been discussing the relationship between the bond market and T.I.N.A with clients. Their initial facial expressions as they try to figure out who T.I.N.A is and what she has to do with the bond market are priceless. Before they start guessing, if it’s a…
Author: Martin X. Shields, CFP For most investors, bonds play an important role in their portfolio of providing income and capital preservation in times of volatility. For the past 40 years, having a bond allocation in a portfolio has been very beneficial because the U.S. 10-year Treasury rate has declined from a high of more…
Q2 2023 Market Update Webinar: Riding the First Half Wave
Listen to the BFG investment team as they provide a look back at the markets from Q2 and discuss how it affects your portfolio performance. We will cover: First Half Markets Recap Stock Market Resiliency & Economic Strength The Interest Rate Rollercoaster What’s Needed to Sustain This Growth Hear from Ryan and Paolo in the recording…