Treasury recently announced the highest rate ever for I bonds. However, it may not be as attractive as you think.
Watch or listen to this week’s educational episode to hear Mark Hume explain what I bonds are and what to look for when it comes to your cash savings.
Series I bonds can only be purchased online and in a limited amount.
Please see treasurydirect.gov/indiv/research/indepth/ibonds/res_ibonds.htm for more information.
Mark Hume, CFP®
Senior Vice President
Wealth Consultant
Email Mark Hume here
Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Economic forecasts set forth in this presentation may not develop as predicted.
No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.
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