Series EE Savings Bonds have been around for over three decades, which means that some of you listening likely hold them. You could have purchased them yourself, received them as a birthday gift, or inherited them. No matter how you acquired them, if you currently hold Series EE Bonds then you should understand what they are.
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You should consult a financial advisor familiar with your specific circumstances before you make any financial decisions. Nothing in this video constitutes a solicitation for the sale or purchase of any Securities and is for entertainment purposes only. Any mention of rates of return are historical or hypothetical in nature and are not a guarantee of future returns.
Ryan Morrissey, CFP, is an investment advisor representative of Morrissey Wealth Management, LLC., a registered investment advisor.
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