What The finance – are i bonds still attractive?

Wealth Simplified with Waldron Private Wealth

Our podcast, Wealth Simplified, aims to bring financial literacy and education to anyone who wants to learn. Whether you’re a first-generation wealth creator or a steward to multi-generational wealth, we want to make the complex simple and the vision clear.

In our first episode of What The Finance, our new short-form monthly podcast, our own Ali Swart, CFP® discusses whether I Bonds may be an attractive investment in the current market environment.

Are Series I bonds still attractive? We believe it’s important to look at the inflation environment as well as alternatives. Any time we ask ourselves if a particular investment is attractive, we always have to ask – well attractive compared to what?”

To learn more about our podcast and listen to this month’s episode, please visit: https://offer.waldronprivatewealth.com/wealth-simplified

Ready to Simplify Your Wealth?


About the Author

Ali Swart, CFP® is the Managing Director of the Wealth Planning Department, where she develops and implements comprehensive, goal-based wealth planning strategies for Waldron's clients.

More about Ali

Connect on LinkedIn

Simplify Your Wealth

We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

Wealth Management Insights to your inbox.

Sign up for our newsletter for exclusive insights into simplifying your wealth.