Rates are likely to go up as the fed continues to increase rates. If you’re buying CDs, I’d ladder them and come in and out over time to capture higher rates.
I admire his creativity and willingness to be his own man. More of gentle, cerebral approach. If I was up for seeing new providers, I’d go for it for sure.
I met him and really enjoyed our times together. It looks like he’s on a break for now. Understandable with everything going on. Hope he’s back when it feels right