By now you may have heard about Series I Bonds. They’ve been featured on the news, on social media, and probably in conversation with someone you know.
Given the recent popularity, I’ve had quite a few clients reach out to ask whether these might be a good addition to their portfolio as a cash-alternative.
Let’s cover – at a high level – how I Bonds work:
There are several great ways to use I Bonds to fund future financial objectives and expenses. It’s important to consider factors such as your liquidity needs, risk, expected return, length of investment, and other limitations before investing.
Want to know more? Click here to set up time to talk about how these might fit into your financial and investment planning.
This post is for informational purposes only and should not be considered investment advice or recommendation. Talk to your financial and tax professionals before making an investment. Please visit https://www.treasurydirect.gov/indiv/research/indepth/ibonds/res_ibonds_ibuy.htm for more information.
|Life Moves Wealth Management is a registered investment advisor offering advisory services in the States of Arizona and Indiana, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.|
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
HYPERLINK DISCLOSURE – The information being provided is strictly as a courtesy/convenience. When you link to any of the web sites provided here, you are leaving this website and assume total responsibility and risk for use of the web sites you are visiting. We make no representation as to the completeness or accuracy of information provided at these websites. Life Moves Wealth Management is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, web sites, information and programs made available through this website. Life Moves Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Life Moves Wealth Management’s web site or incorporated herein, and takes no responsibility thereof.