What impact does inflation have on your portfolio?

Join Chad as he discusses how inflation is defined, what impact it has on your portfolio, and how you can protect against the impact of rising inflation on your purchasing power in the future.

“The return data sighted was obtained from a Dimensional Advisor Fund presentation “A Look at 2022 Financial News Headlines”.  US inflation is the annual rate of change in the Consumer Price Index for All Urban Consumers (CPI-U, not seasonally adjusted) from the Bureau of Labor Statistics. Returns are in US dollars. See Dai and Medhat (2021), available on SSRN: https://ssrn.com/abstract=3882899. There are 48 years with above- median inflation over the period 1927-2021. See “Data Appendix” for additional information.”