Forty "W"ritings

May was a month with volatile price movement, both down and up. At one point the S&P 500 was down 5% and almost 20% from its recent high. Ultimately, global stocks and bonds managed slight gains.

Markets continue to worry about the Fed's ability to fend off inflation without sending the economy into a recession. How we are adjusting...

Investing in I Bonds could help you lessen the impact of rising inflation on your savings

We expect the combination of economic challenges and political uncertainty to lead to continued volatility in markets over the coming months. With history as our guide we see that the pain is typically short lived and believe that with the right attitude and a disciplined investment approach there will be long-term opportunities.

Where can you turn for some security and to keep up with inflation? Answer: US Treasury Series I Bonds are currently paying over 7% and that rate will likely creep higher at least for the next six months.

Three years after passing sweeping new laws impacting retirement account owners and beneficiaries Congress is back at it. Both owners and beneficiaries should plan ahead to both take advantage of opportunities and protect wealth.