In Plus episode 512/513, David discusses why he sold his position in the Barings Corporate Investors Fund (MCI). We also compare the yields and tax rules of U.S savings bonds, nominal Treasuries, zero coupon bonds, TIPS, CDs, fixed annuities, and municipal bonds. … [Read more...]
499 Plus: Reducing Savings Bond Exposure, A New Tax Aware ETF, and Did a Tail Risk ETF Work
In Plus episode 499, David shares why he reduced his exposure to Series I Savings Bonds. We briefly look at the recently announced Cambria Tax Aware ETF (TAX). Finally, we analyze the historical performance of the Cambria Tail Risk ETF (TAIL) and compare it to just having a lower allocation in stocks. … [Read more...]
Portfolio Trade: Reducing Series I Savings Bond Exposure
387 Plus: BlockFi Trade, I Bonds, College Savings, and Comparing Funds and ETFs
In Plus episode 387, David explains why he closed his BlockFi Interest Account. We discuss how the level of real rates can help determine whether to buy a Series I Savings bond or a Treasury Inflation Protection Security. We consider how to invest college savings when the student is approaching the time when the funds need to be used. Finally, we look at expenses, tax efficiency, and tracking error to determine which of four S&P 500 ETFs/funds are preferred. … [Read more...]
295 Plus: I Bonds, Pension Lump Sums and Speculating in Art
In Plus episode 295 for the week of April 25, 2020, we walk through the process of buying a Series I Savings Bond. We answer a member's questions about taking a lump sum pension payment and review how that payment is determined. Finally, we review art as a speculation. … [Read more...]
A Complete Guide to Investing in I Bonds and TIPS (2025)
Learn how to invest in inflation-indexed bonds and protect against inflation. ARTICLE TABLE OF CONTENTS (Skip to Section) What Are Inflation-Indexed BondsInvesting in Series I Savings BondsI Bond Term and Early RedemptionI Bonds Denominations, Purchase Limits, and TaxesI Bonds Interest CalculationWhen to Purchase an I BondSeries I Savings Bonds Pros and ConsInvesting In Treasury Inflation-Protected SecuritiesTIPS Terms and Denominations TIPS Interest CalculationTIPS Tax … [Read more...]
