Entries by Sarah Bomhoff, CFA, CIPM


November 2022: I Series Bond Update

Many of you have used excess cash to purchase the US Treasury’s I Series Bonds. If you are unaware of I Series bonds and you’d like to know more, you can check out our blog “What’s in your Piggy Bank” from a few months ago. The 6-month interest rates on these bonds will update the […]


Second Quarter Market Commentary

Neither the stock market, nor the bond market, were ambiguous this quarter. The MSCI ACWI net Index, a diversified world stock index retreated -15.66% while the Bloomberg Global Aggregate index, a diversified world bond index, was down –8.26% last quarter. Both asset classes sunk as inflationary pressures pushed the Federal Reserve to raise interest rates […]