Personal Finance (Not Investing) • Financial Review: we thought about fee-only advisor, but thought we would wisely ask here instead!

Fee-based means they charge fees and commissions. Fee-only is the term most people mean and want.

I include both TIPS and I bonds into my 10% allocation to inflation-indexed bonds.

Thank you, WCI - would the original 20% TIPs allocation recommendation be split to include ibonds? Thank you again.

It's not a recommendation. I'm not licensed to recommend investments. It''s just what I do. But yes, I'd throw TIPS and I bonds into the same broader category. Most are limited in how much of that can be I bonds by the annual purchase limit. The vast majority of mine are TIPS.

Thank you, and sorry for mispeaking - I am just curious what you meant in explaining what you do or would do. Recognize nothing here is legal or financial advice thank you again!

Statistics: Posted by RetireGuy — Wed Aug 14, 2024 4:09 pm — Replies 14 — Views 1496