Critical Thinking Required

An Investment Designed For Inflation: I Bonds


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In this episode, the trio discussed Series I Savings Bonds (“I Bonds”).  We have had so many conversations with clients about it recently due to the high inflation.  I Bonds are a type of U.S. savings bond designed to protect the value of your cash from inflation. With inflation hitting four-decade highs of 8.6% in May, investors are more interested in something that is higher than the inflation rate, but still relatively riskless, and this fits the bill.  The initial interest rate on new I Bonds is now 9.62% annualized, and that rate readjusts every six months.  And you can only purchase up to $10,000 in I Bonds each calendar year.  Tim discussed the pros and cons of this product.   If you are interested in I Bonds, please talk to your financial advisor to see how it could fit into your overall financial picture.

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Critical Thinking RequiredBy LBW Wealth Management

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