American Investment Services, Inc.

Disciplined, Diversified, & Cost Effective

2022

Jul. 2022 – Rollovers, Regulation, and the Household Investor

The Department of Labor (DOL) has instated new rules pertinent to investors who are considering a rollover of an IRA, 401(k) or other specified account to an account managed by a registered investment adviser (RIA) or broker-dealers (BDs). Rollovers have for decades served as a simple and flexible means of transferring assets held in employer-sponsored

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Apr. 2022 – U.S. Series I Bonds, Inflation, and Cash Alternatives

We often caution readers to be wary of investment vehicles that seem “too good to be true.” Occasionally, however, attractive opportunities arise with minimal downside. Currently, U.S. Treasury Series I Bonds fit this description for investors in the right circumstances. I Bonds are U.S. Savings Bonds that earn tax-deferred compound interest adjusted for recent price

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