Did you know that 50 years ago a stamp cost 8 cents?
Today, that same stamp cost 58 cents.Simply put – that is INFLATION.
You could do the same analysis with a gallon of milk, restaurant bill or loaf of bread. Over the last 15 years, the increasing cost of goods and services has been reasonable and barely a topic of conversation. However, inflation has recently become a hot topic and the rising cost of day-to-day items has become noticeable.
It depends.
Most financial plans and financial analysis reports anticipate long-term inflation. Investment portfolios are created and managed annually to combat the effects of inflation. Do you know how your current plan and portfolio measure up? Now may be a good time to find out.
Therefore, don’t be concerned. Get a second opinion!
When we review your long-term financial needs, we will ensure your investment portfolio is focused on:
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When you need your money – your time horizon |
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How much risk you are willing to assume – your risk tolerance |
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What you are saving for – retirement or other savings goals |
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The increasing cost of goods and services over time – inflation |
If you’re curious about your investments’ rate of return relative to inflation, then we should talk. Call or reply to this email to schedule a call.
