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Practical Insights from the Spectrum Team

The easiest way to get objective, expert perspectives on today’s most pressing financial topics.

RECENT INSIGHTS
BY Bob Phillips | CFP®, CFA®, CPA, President, Co-Founder | Mar 27, 2024

Navigating Tax Reporting for I Bonds: Avoid the Tax Trap

I bonds were one of the hottest investments in 2022. While you are limited to buying $10,000 per individual per […]

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Members of the Spectrum team are often called upon by major media outlets to contribute their insight and expertise.

Explore recent articles and interviews here.

Explore Our Insights

Tax Planning

Navigating Tax Reporting for I Bonds: Avoid the Tax Trap

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Spectrum In The News

Spectrum Announces the Hiring of Daniel Meiklejohn, JD, CPA, CFP®, CExP™

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Timely Financial News

Lessons From Past Economic Downturns

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Lifestyle + Wellness Timely Financial News

From The Wall Street Journal: Buyers Are Getting Home Loans From an Unlikely Source: The Seller of Their House

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Weekly Market Insights

Weekly Market Insights: March 25, 2024 – Fed Talk Boosts Stocks 

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Timely Financial News

S&P 500 Concentration and Opportunity Beyond the Most Widely Known Names

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Behavioral Finance Investing Timely Financial News

From The Wall Street Journal: U.S. Fed Officials Still See Three Interest-Rate Cuts This Year

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Divorce Lifestyle + Wellness

Successfully Pivoting After A Divorce: Career Strategies

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Gifts + Estate Planning Investing Lifestyle + Wellness Philanthropy Tax Planning

Understanding Trust Funds: How They Work and Who They Benefit

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Timely Financial News

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