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Wednesday, April 23, 2008
Investment Options For Beating Inflation
The Wall Street Journal gives us some Investment Options For Beating Inflation
Want something with zero risk of default? The federal government offers an instrument that currently has a better payout than yields on many TIPS. That's a savings bond called the I Bond, which got a boost as a result of last week's CPI report. Starting May 1, yields on new I Bonds are likely jump to more than 5% from the current 4.28%, based on the March CPI report.

But act now on I Bonds, whose payout combines a fixed rate and an inflation-tracking rate. Investors who snap up I Bonds before the end of the month will be able to lock up a better return. New I Bonds issued after May 1 likely will yield less. The Treasury Department is expected to lower the fixed rate on new I bonds to 1% or less from the current 1.2%, given a general decline in Treasury yields.
If you want to purchase I Bonds you can do so by opening a Treasury Direct account online.

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posted by Boston Gal @ 11:09 AM  * *

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5 Comments:
  • At 9:12 PM, April 23, 2008, Blogger E.C. said…

    You can also buy paper I Bonds at most banks. It takes less than fifteen minutes to do the paperwork, and then the government mails you the bonds. Some folks are having to jump through hoops to prove their identities to purchase electronic bonds so buying paper bonds may prove to be a more convenient alternative.

     
  • At 9:23 PM, April 23, 2008, Anonymous Boston Gal said…

    Good to know E.C.

    As long as the paper route ensures you are getting the bond before May 1 (when the rates go down) that sounds like a great option to keep in mind.

     
  • At 5:37 PM, April 24, 2008, Anonymous Shawn Cornett said…

    I have to admit that I'm vested and very actively marketing the product, but you have some interesting thoughts on investing and wonder what your take is on investing in Life Settlement Insurance Policies. It's not something widely know and curious if you have researched it. Your thoughts?...

     
  • At 11:27 PM, April 24, 2008, Anonymous Mr Credit Card said…

    In general these are the various assets that have beaten inflation historically:

    stocks
    REITs
    Commodities
    TIPs
    Alternative assets

    I think including these in your portfolio in various proportions makes sense.

     
  • At 12:02 AM, April 25, 2008, Anonymous AJC @ 7million7years said…

    BTW: A great book called "Worry Free Investing" by Zvi Bodie recommends a totally risk-free retirement strategy based on 95% Tips + 5% Call Options over (say) the S&P 500 ... Smart!

    BUT: I'll have to look into the tax implications of I-bonds as I invest too much to do it inside an IRA and TIPS are ONLY tax-effective inside an IRA, or similar.

    Another alternative is Inflation-Protected MUNI's - not many MUNI's (Municipal Council Bonds) are Inflation Protected AND Federal Tax Exempt AND State Tax Exempt, but SOME are. Only catch is they are issues by a City, not by the Federal Government.

    AJC.

     
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Name:Boston Gal
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