#portfolio Tag

I-Bond

Posted on September 2, 2022

Have you heard the recent buzz of I-Bonds, but are left wondering what they are and if they're right for you? We've got you covered. The rise in popularity of I-Bonds raises a lot of questions: How much/many can I purchase? Individuals are limited to purchasing $10,000 of I-bonds annually, couples can each purchase $10,000 for a total of $20,000 annually.  Though individuals can only purchase $10,000 in bonds there are ample opportunities to increase the total value of bonds purchased.  Business’s, living trusts and children can purchase up to $10,000 each of I-bonds.  Additionally, taxpayers that expect to receive a refund can opt...

How We Use Actively Managed Funds in Our Portfolios

Posted on May 3, 2022

Part of our core investment philosophy is optimizing the risk/reward relationship within our portfolios. In the context of portfolio design, the risk/reward relationship we are referring to is that for each fund category, relative to its benchmark index. Broadly speaking, index funds follow rules-based management and are meant to replicate the volatility and performance of their respective index, with very little variation, and low expenses. As such, we use index funds as the baseline when evaluating other funds in that category. On the other hand, actively managed funds have more discretion in what the fund is investing in, as long as those...

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Traverse Planning is a dba of Clear Creek Financial Management, LLC. Clear Creek Financial Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place. Traverse Planning® is a registered trademark of Laurence Schiffman. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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