People typically don’t do the math to see where they are on a real return basis. By the time they realize they aren’t keeping up with inflation, folks can potentially get further and further behind.
If the price of stock goes up and inflation goes up by the same amount, then you are not really better off. If the rate of inflation is higher than an asset’s appreciation, you are worse off!
Inflation is particularly important for retirees. It can be difficult for seniors to find a low-risk investment outside the stock market that will grow faster than inflation.
The good news is there are steps you can take to reduce the potential damage to your retirement portfolio resulting from rising interest rates.
You are invited to enjoy lunch and learn about what rising interest rates mean to your retirement portfolio and peace of mind on Wednesday, June 30th, 2021 at 11AM. During this Lunch & Learn we will cover:
- In the past, inflation has eroded 74% of the US Dollar’s buying power.
- Inflation is being talked about on the news almost every night, come see what you can do about it!
- The Fed fights inflation by raising interest rates, see how this can be detrimental to investments such as bonds.
Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 29 years.
Let our 29 years of experience and location in The Villages community educate you!
*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
