Financial Advisor Magazine - Treussard on Fixed Income and Inflation Protection

Summary:  

Jonathan Treussard, Ph.D., was recently quoted in an article by Financial Advisor Magazine. Jonathan discussed the value of Treasury Inflation-Protected Securities (TIPS) as a strategic tool for long-term investors seeking inflation protection.

Staying informed and making strategic decisions is key to navigating these times.

From the article:

“Issued by the U.S. government and indexed to inflation, TIPS have a fixed interest rate with a principal amount that adjusts with inflation to maintain their real value.

“This provides significant inflation protection with well-structured investment risk,” said Jonathan Treussard of Treussard Capital Management in Los Angeles. He acknowledged that their “tax treatment is not ideal” since investors pay taxes on unrealized principal appreciation, and their complexity can be daunting. But TIPS “can be valuable portfolio building blocks for long-term horizons,” he said.”

Read the full article here.

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Disclaimer: The views and opinions expressed in this article are those of the individual contributors and do not necessarily reflect the official policy or position of Treussard Capital Management LLC or any of its affiliates. The content provided is for informational purposes only and is not intended as investment advice. Investing involves risk, including the potential loss of principal. Please consult a qualified professional before making any financial decisions based on the information discussed in this article.