Treasury Inflation-Protected Securities (TIPS) can be used to build inflation-protected income to cover annual spending needs in retirement. Find out how Round Table builds TIPS portfolios for retirement income in this article.
The current, much-ballyhooed yield curve inversion is driven entirely by the term structure of inflation expectations!
Measured with daily data, the S&P 500 Index (the usual stand-in for “the stock market” in the U.S.) is in its second bear market in just over two years. Measured with monthly data, the S&P 500 is still in a historic bull market that stretches back to 2009.
In the past 18 months, the inflation rate has jumped more than 6X, but the cost to purchase inflation-protected income with TIPS has declined ~20%! Find out how, why, and what you can potentially do to take advantage.
I-Bonds are paying a government-guaranteed rate that is higher than what is available in other types of bonds. Is this a “free lunch”? If so, how can that be?
When a bear market is in full swing, it’s only natural for investors to wonder, “What should I do now?” We believe the evidence supports strategic thinking and sticking to your financial plan, rather than attempting to tactically respond to market events.
I-Bonds are government-guaranteed savings bonds that pay a fixed rate plus the recent inflation rate. From May through October 2022, these bonds pay 9.62% annualized, due to prevailing high inflation.