Jorge Soriano Jorge Soriano

Happy Father’s Day - A Letter to Our Daughter

Happy Father’s Day! This blog post is inspired from the book, The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life. I wanted to share thoughts and journal the financial aspirations that I hope our daughter learns from Dad.

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Jorge Soriano Jorge Soriano

US Treasury (Series I Savings Bonds)

Series I Savings Bonds offer tax advantages, decent rates of return for guaranteed investments, and some protection against inflation. These bonds have an important role to play in a balanced, fundamentally conservative portfolio, especially with the recently announced upcoming rate of 7.12% APY between November 2021 – May 2022.

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Jorge Soriano Jorge Soriano

Stop Investing Your Short-Term Goals!

For those new to investing or who have a short-term goal in mind: Please DO NOT invest your money if you believe you will need it within the next three years!

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