Hellow guys, Welcome to my website, and you are watching New I Bond Rate Is 5.27%--Should You Buy, Sell or Hold?. and this vIdeo is uploaded by Rob Berger at 2023-11-01T07:59:30-07:00. We are pramote this video only for entertainment and educational perpose only. So, I hop you like our website.
| Name | New I Bond Rate Is 5.27%--Should You Buy, Sell or Hold? |
| Video Uploader | Video From Rob Berger |
| Upload Date | This Video Uploaded At 01-11-2023 14:59:30 |
| Video Discription | Series I Savings Bonds rates increased this month. The unadjusted CPI-U rose from 301.836 in March 2023 to 307.789 in September 2023. As a result, the Inflation Rate on I Bonds increased to 3.97% in November 2023. At the same time, the fixed rate jumped from 0.90% to 1.30%. This represents the highest fixed rate in 16 years, bringing the combined I Bond rate to 5.27%. The big question is how this new rate compares to TIPS and whether we should buy more I bonds, hold what we have, or sell? *Join the Newsletter. It's Free:* https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube *Financial tools I use:* *I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:* https://go.robberger.com/personal-capital/yt-tools *My retirement plan comes from New Retirement, the most robust retirement planner available at a reasonable cost:* https://go.robberger.com/new-retirement/yt-tools *I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:* https://go.robberger.com/capitalize/yt-tools *My budgeting tool of choice is Tiller. It downloads all your banking data to Excel or Google Sheets:* https://go.robberger.com/tiller/yt-tools *We save and invest our credit card rewards. Here are some of my favorite credit cards:* https://www.allcards.com/best-credit-card-offers/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=tools *My Book (Retire Before Mom and Dad):* https://amzn.to/2MsRJ9B ———————————— Video Resources ———————————— I Bond Rates: https://treasurydirect.gov/savings-bonds/i-bonds/i-bonds-interest-rates/ CPI-U: https://www.bls.gov/regions/mid-atlantic/data/consumerpriceindexhistorical_us_table.htm Real Yields: https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_real_yield_curve&field_tdr_date_value_month=202310 No-Penalty CDs: https://www.doughroller.net/banking/list-no-penalty-cd-rates/ #ibonds #tips #robberger ABOUT ME While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money. I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE) LET'S CONNECT Youtube: https://www.youtube.com/channel/UC9C17-OMxa-7oRSaCtztObw?sub_confirmation=1 Facebook: https://www.facebook.com/financialfreedomguy/ Twitter: https://twitter.com/Robert_A_Berger DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom. |
| Category | Education |
| Tags | i bonds | i bond rate | i bond fixed rate | i bond inflation rate | i bond vs tips |
