Series EE savings bonds offer several advantages that are not readily apparent. In addition to elective Federal tax deferral and exemption from state income taxes, investors who hold Series EE bonds for 20 years are guaranteed by the U.S. Government to double their investment, meaning the effective rate of return can be far higher than the fixed rate to which the bond is otherwise entitled.Details
Insights & Perspectives
Articles, Essays, and Other Writings Related to Fiduciary Wealth Management
Welcome to the official Kennon-Green & Co. Insights & Perspectives Blog where articles, essays, and other writings about a wide range of topics including fiduciary wealth management, investing strategies, applied value investing, economics, and more can be accessed and enjoyed. If you are interested in more long-form communications about the firm’s investment activities during any specific period, please check out the Private Client Letters, as well.
Historical data has shown that, while the past is no guarantee of the future, a diversified portfolio of equities has been an extraordinarily effective inflation hedge over long periods of time.Details