The Sapient Investor

Short-term Treasury Inflation-Protected Securities (TIPS) are a safe-haven investment in this turbulent market. They have no credit risk, no inflation risk, and very little interest rate risk.

Fed tightening has put a stop to any stock market advance. Monetary policy is likely to determine stock prices for at least several more months. Watch carefully.

Treasury I-Bonds are paying 9.62% until November 1, 2022! You can only buy up to $10,000 worth each year ($20,000 for a couple), so act now to fill your 2022 order, and then in January 2023 buy another $10,000 each. It’s a slam-dunk fixed income winner!

Tax filing season often focuses minds on tax-efficient investing. Municipal bond funds may be one way to control taxes, but they are only attractive for high tax bracket investors. This article will tell you if they are right for you.

VanEck Steel ETF (SLX) his historically done a good job of hedging inflation. Using factor analysis, we project a very high near-term return for this ETF based upon its value, momentum, quality, and sentiment characteristics.

The objective evidence in support of investing in low-cost, passively-managed funds rather than actively managed funds is overwhelming. I review the most widely respected academic studies on the subject.

Tax-efficient asset location (or asset placement) can add .20% to .75% to after-tax returns every year.

Up to a point, higher yield can imply attractive value. But really huge yields come with outsized risks. If you invest naively based on yield without understand or analyzing the risks, you can get burned. QYLD, with a yield of 10%-12%, is a case in point.

Maybe you have heard of the backdoor Roth and wondered if you should consider one. This article will explain what it is and when to use it.

Inflation has spiked. Here are some investment ideas to hedge inflation risk.