When to sell i bonds

Why (and When) I’m Selling My I Bonds from April 2022

Back in April 2022, I was excited about I Bonds. And now I’m excited to sell them soon. Why?
How to maximize your after-tax yield on cash at Charles Schwab

How to maximize your after-tax yield on cash at Charles Schwab

If you’re holding a large amount of cash at Schwab, this article is for you.
US Obligations Tax Deduction

Are you missing the tax deduction for U.S. obligation interest?

There is a deduction that I’ve seen missed a number of times, resulting in unnecessarily higher taxes: the deduction for U.S. obligation interest.

Goodbye iBonds?

With higher-than-normal inflation over the last two years, you may have read about an interesting investment opportunity that keeps pace with inflation: the iBond.

In the News: I Bonds

If you have not yet heard, there is an interesting investment option currently available that takes advantage of the high inflationary environment: Series I Savings Bonds (also known as "I Bonds"). Last week I was asked by the team at SoundDollar to write about I...

Q4 2021 Market Review

US and international developed stocks were up in the 4th quarter, while bond returns were flat. See how each asset class performed, including an article on "All-Time-High Anxiety" from Weston Wellington: Read More...

Q3 2021 Market Review

Global stock and bond markets were mostly flat in the third quarter, with the exception of emerging market stocks. See how each asset class performed below: Read More... Looking for a trusted partner to help you accomplish your financial goals? Reach...

Why I Switched to Flat Fees

As Manuka Financial continues to thrive, one thing that I always prioritize is putting the interests of my clients first. In that regard, there is a relatively new fee structure that I believe is at the leading edge of financial planning / advising: the fixed flat...

Q2 2021 Market Review

Stock and bond markets were up in the second quarter. See how each asset class performed, including a discussion on inflation from Nobel laureate Eugene Fama, below: Read More... Looking for a trusted partner to help you accomplish your financial goals? Reach...