TIPS Versus I Bonds

From: www.morningstar.com

I Bonds boast tax advantages, but purchase limits reduce appeal.

When investors think about adding explicit inflation protection to their portfolios, Treasury Inflation-Protected Securities, or TIPS, are usually top of mind, as it’s easy to obtain exposure to these securities by scooping up a mutual fund or exchange-traded fund. But investors looking to add explicit…

Are Series I Bonds Right for Retirees?

From: retirement.tips

There have been lots of headlines lately about how investing in Series I savings bonds, which offer an initial interest rate of 9.62% through October 2022, can help investors keep up with the current red-hot inflation rate. 

If you’re approaching (or in) retirement, however, are these bonds as good an investment as they are for younger investors? Let’s break…

Do you have over $100,000? Watch this video, and receive your free Safety First Strategy Assessment.

Ultimate Tools to Longevity Risk Planning

From: Joeseph Clark, CFEd®, RFC®

Managing risk is as important today as it has always been. For example, when it comes to our biggest asset, our home, we’re protected with homeowners insurance. When it comes to our cars and the risk of liability in the event of an accident, our autos are insured. And of course, when it comes to our health and the enormous…

REAP’s affiliate strategist Horizon Investments introduces
“Risk Assist” for investment risk mitigation.

How to Prepare Portfolios for Rising Interest Rates

From: FlexShares.com

Historical data helps identify assets that may be positioned to fare well when higher rates threaten fixed-income and equity returns

For a good illustration of how investors typically react to the prospect of higher interest rates, look at what happened in January 2022. News that the US Federal Reserve (Fed) might begin raising rates as early as March sparked market volatility that…

It’s natural to see ebbs and flows in the market as we enter a new era of monetary policy

From: www.marketwatch.com

The S&P 500 suffered its worst start to a year, in the first four months of 2022, in over 80 years.

Three major U.S. indexes plunged again on Thursday as investors got tripped by a hawkish Federal Reserve’s fight against inflation amid fears of a hard-landing.

As…

BCM Buffer Series

From: Brookstone Capital Management

Expand Your Core: Constructing a Bond Portfolio to Prosper in Changing Environments

From: Ocean Park Asset Management

Executive Summary:

• Just as the S&P 500 Index is the “go-to” benchmark for U.S. stocks, the Bloomberg Barclays U.S. Aggregate Bond Index (often called the “Agg”) acts as the go-to index for core U.S. bonds.

• U.S. 10-year Treasury rates have fallen for the past 40 years from a high of over 15% to 1.3%…