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Financial Discussion January 2026
Financial Discussion October 2025
Bonds are subject to availability and market conditions; some have call features that may affect income. Bond prices and yields are inversely related: when the price goes up, the yield goes down, and vice versa. Market risk is a consideration if sold or redeemed prior to maturity.
Financial Discussion July 2025
Financial Discussion April 2025
Financial Discussion: January 2025
Financial Discussion: October 2024
Treasury bills are guaranteed by the U.S. government as to the timely payment of principal and interest, and, if held to maturity, they offer a fixed rate of return and fixed principal value. U.S. Treasury bills do not eliminate market risk. Bonds are subject to availability and market conditions; some have call features that may affect income. Bond prices and yields are inversely related: when the price goes up, the yield goes down, and vice versa. Market risk is a consideration if sold or redeemed prior to maturity. Investments are subject to risk, including the loss of principal. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results. Talk to your financial advisor before making any investing decisions.
Financial Discussion: July 2024
Financial Discussion: April 2024
Financial Discussion: January 2024
Financial Discussion: July 2023
Financial Discussion: April 2023
January 2023: Financial Positives of the Last Year
November 2022: World Look Ahead
October 2022: Current Economics
Securities and Advisory Services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Advisor. The information contained herein is based upon sources believed to be true and accurate, but no guarantee is made to the completeness and accuracy of this information. Please consult statements provided by individual custodians or product sponsors for complete information. Past performance is not indicative of future results.
August 2022: Discussion on a Bear Market Rally
Securities and Advisory Services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Advisor. The information contained herein is based upon sources believed to be true and accurate, but no guarantee is made to the completeness and accuracy of this information. Please consult statements provided by individual custodians or product sponsors for complete information. Past performance is not indicative of future results.
June 2022: Navigating Rising Interest Rates
May 2022: Inflation & Its Implications on Interest Rates, Portfolio Positioning
March 2022: Inflation, Interest Rates, and Bonds
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
January 2022: Investing
December 2021: Inflation
November 2021: Time Sensitive Material
All indices are unmanaged and investors cannot actually invest directly into an index. Unlike investments, indices do not incur management fees, charges, or expenses. Past performance does not guarantee future results.
October 2021: Market Discussion
October 2021: Cryptocurrency Part Two
This material is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation for or against cryptocurrency.
September 2021: Cryptocurrency
September 2021: House and Auto Market
August 2021: Oil Inflation
