Are I bonds a good investment?
Series I savings bonds could offer unique benefits to your portfolio.
1 Iacurci, G. (2023, January 12). Here’s the inflation breakdown for December 2022 – in one chart. CNBC. Retrieved May 2, 2023, from https://www.cnbc.com/2023/01/12/heres-the-inflation-breakdown-for-december-2022-in-one-chart.html#:~:text=Pandemic%2Dera%20inflation%20peaked%20at%209.1%25%20in%20June%202022
2 Dore, K. (2022, May 2). Nearly risk-free I bonds to deliver a record 9.62% interest for the next six months. CNBC. Retrieved May 1, 2023, from https://www.cnbc.com/2022/05/02/i-bonds-to-deliver-a-record-9point62percent-interest-for-the-next-six-months.html
3 TreasuryDirect. (2023). I bonds. Retrieved May 1, 2023, from https://treasurydirect.gov/savings-bonds/i-bonds/
4 TreasuryDirect. (2023). EE bonds. Retrieved May 1, 2023, from https://www.treasurydirect.gov/savings-bonds/ee-bonds/
5 TreasuryDirect. (2023). I bonds interest rates. Retrieved July 20, 2023, from https://www.treasurydirect.gov/savings-bonds/i-bonds/i-bonds-interest-rates/
6 Vernon, S. (2021, November 29). 3 Ways Pre-Retirees And Retirees Can Use U.S. Series I Savings Bonds. Forbes. Retrieved May 2, 2023, from https://www.forbes.com/sites/stevevernon/2021/11/29/3-ways-pre-retirees-and-retirees-can-use-us-series-i-savings-bonds/?sh=185e2ec7a7f0
Investing strategies, such as asset allocation, diversification or rebalancing, do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. All investments have inherent risks, including loss of principal. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Past performance does not guarantee future results.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.