Are I bonds a fad or a worthy investment?

Episode 118

Episode Notes

Jeff and Bruce talk to Shane Sideris of Synchronous Wealth Advisors about the recent craze over Treasury I bonds. They discuss whether the rising popularity of I bonds is due to inflation, and whether or not this investment is worth it in the long term. 

Guest Bio:

Shane Sideris is on the team of advisors at Synchronous Wealth Advisors LLC in Manhattan Beach, CA. Shane Sideris has been working for 13 years in roles with increasing responsibilities for Synchronous Wealth Advisors LLC,  Blackrock Investments LLC, UBS and UCLA. Shane Sideris has successfully gained the Series 63 license allowing them to perform the duties of an Securities Agent and work in California.

Recent episodes
  • Episode 205
  • May 04, 2026

Compliance nerds, alert: These are the latest scams and troubles financial advisors should be on alert for

Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.

Compliance nerds, alert: These are the latest scams and troubles financial advisors should be on alert for
  • Episode 204
  • Apr 17, 2026

What’s the latest at Cambridge Investment Research?

Bruce Kelly is joined this week by Jeff Vivacqua of Cambridge Investment Research, who breaks down the company's success as a recruiter of financial advisors.

What’s the latest at Cambridge Investment Research?
  • Episode 203
  • Mar 13, 2026

What can we expect in 2026?

Bruce Kelly is joined this week by InvestmentNews Managing Editor James Rogers as they look ahead to what the financial advice industry can expect in 2026 after a tumultuous start to the year.

What can we expect in 2026?
  • Episode 202
  • Dec 12, 2025

InvestmentNews looks back on the top stories of 2025

Bruce Kelly is joined this week by his InvestmentNews colleagues to give their expert opinion on an eventful year in wealth management.

InvestmentNews looks back on the top stories of 2025