December newsletter

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Happy holidays and please enjoy our final newsletter of the year!

  • You may have noticed a difference between what the yield on your I Bonds is calculated to be, in dollars, and what it shows up as on the website. This article from TIPSwatch clarifies this topic, but here it is in a nutshell: instead of being a straight calculation of yield times face value, the interest is calculated using a formula that compounds it month on month.
  • It’s been a volatile year for the market, one that favors the long-term, patient investor. On a positive note for 2023, there are signs that inflation is slowing and that the Fed may slow down rate increases.
  • As we get close to the end of the year, tax thoughts are top of mind. Here are some end of year financial planning items you may want to keep in mind: