US Treasury Series I Savings Bonds. These are bonds issued by the US treasury that earn interest and are protected from inflation. The yields on these bonds have moved quite a bit higher in recent months.

Financial markets and economies can move like a pendulum swinging side to side, exceeding the bounds of moving averages on occasion. While it may be tempting to believe that today's conditions will be with us forever, history reminds us that this too shall pass.

This Quarterly Market Update was recorded on April 12th with Jason Ranallo and Ezra Firkins. A shortened recap video is available here, along with the full-length 41-minute version for those wanting further context.

Whether the yield curve is inverted, normal, or flat, we believe that having a financial plan and a broadly diversified investment mix—that anticipates volatility in the short-term—can open the door for a more patient long-term investment strategy.

What keeps retirees with $3 million in their investment accounts from getting approved for a home loan? The short answer is their debt to income ratio. Tyler and Jason discuss.

We check out three data points for context: 30-year mortgage rates, short-term interest rates, and CPI inflation. As investors, we encounter the day-to-day gyrations of markets pricing in risk and expectations with macro trends and the 24-hour news cycle. In the short term, these movements can feel choppy.

To help us understand gains, losses, and tax impacts, we are joined by senior wealth advisor Joe Grochowski. He discusses the relationship between tax returns and portfolio results and how healthy rebalancing can lead to taxable events.