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I Bonds Rates

Question I bond rates as of May 1 are at zero. What is the likelihood that the November change will keep them at zero? I don't want to cash my bonds but can't stay at zero for long. Thanks B....


Is it time to reposition my portfolio?

Question: Hi! Please take a look at the attached file. I would like to receive your feed back on my current allocation and my future. Please note for various reasons I have not been able to park all of my...


Is a fixed annuity a right choice for us?

Question: My wife and I recently retired. I opted for a lump sum from TRS. Made a roll-over to USAA Investment Management Company. At this time I would like to invest $45,000 into an extended guarantee fixed annuity of 5...

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