I-Bonds can be a great safe option to consider. It is a fixed income instrument with no default risk, no principal risk, and no inflation risk. While they have been written about extensively by financial columnists for the last year or so for … Read More about I-Bonds: Everything to Know
Mark Meredith, CFP®
Mark has been a financial advisor since 2010, after earning a Bachelor’s degree in Finance from Eastern Illinois University. In 2018, he was named by Forbes as one of the top 1,000 financial advisors from the next generation. After 7+ years as a financial advisor with a local community bank, he decided the only way he could serve people in the way he thought was best was to open an independent fee-only firm.
Recent Posts
Adam Dunn, Clayton Kershaw, and Value Stocks
Adam Dunn was an intimidating Major League Baseball player. At 6'6", 285 pounds, and nicknamed "Big Donkey" he could hit a ball a country mile. He wasn't much of a contact hitter, leading the league in strikeouts on 4 different occasions and ranking … Read More about Adam Dunn, Clayton Kershaw, and Value Stocks
Interest Rate Math Reposted
Below is a short blog post I wrote in June of 2018 regarding interest rate math. It's always entertaining to look back and read what the current thoughts were at that time. I remember 2018 quite well, and everyone and their mother seemed to think … Read More about Interest Rate Math Reposted
