JMF Capstone Wealth ManagementA Close Look At Zweig’s TIPS Tip – JMF Capstone Wealth Management https://www.jmfcapstone.com An Alabama registered investment advisor Fri, 21 Nov 2025 19:30:19 +0000 en-US hourly 1 https://wordpress.org/?v=5.1.22 A Close Look At Zweig’s TIPS Tip https://www.jmfcapstone.com/2015/02/02/close-look-zweigs-tips-tip/ https://www.jmfcapstone.com/2015/02/02/close-look-zweigs-tips-tip/#respond Mon, 02 Feb 2015 09:00:15 +0000 http://evolvemypractice.com/?p=1660 In an article on Jan. 9, Wall Street Journal columnist Jason Zweig recommended that investors purchase more Treasury Inflation-Protected Securities (TIPS). That article, and Zweig’s recommendation, has resulted in a lot of questions from both clients and advisors. So I thought I would provide some analysis to help investors make that decision. We’ll begin by...

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]]> In an article on Jan. 9, Wall Street Journal columnist Jason Zweig recommended that investors purchase more Treasury Inflation-Protected Securities (TIPS). That article, and Zweig’s recommendation, has resulted in a lot of questions from both clients and advisors. So I thought I would provide some analysis to help investors make that decision.

We’ll begin by comparing the return on 10-year TIPS to the return on 10-year nominal Treasurys. As I write this on Jan. 13, the yield on 10-year nominal Treasurys was at 1.89 percent, and the yield on 10-year TIPS was at 0.34 percent, which results in a breakeven inflation rate of just 1.55 percent. We can compare that to the current 10-year consensus forecast of inflation from the Federal Reserve Bank of Philadelphia’s Survey of Professional Economists, which is 2.2 percent.

Having a preference for TIPS is a no-brainer.

Read the rest of the article on ETF.com.

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