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Cambridge Financial Associates
Rick Fentin, CFP®, Ed.M
   

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The eNewsletter articles on this page provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits.


Time for a Mid-Year Investment Check
Managing Your Money in a Gig Economy
Charitable Giving After Tax Reform
What's the real return on your investments?
Inflation Variation, Eroding Purchasing Power


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Inflation Variation, Eroding Purchasing Power

Inflation averaged 2.5% for the 30-year period from 1989 to 2018. Although the recent trend is below the long-term average, even moderate inflation can reduce purchasing power and cut into the real return on your investments.

Annual rate of inflation, based on change in the Consumer Price Index

Source: U.S. Bureau of Labor Statistics, 2019 (December year-over-year change in CPI-U)
 
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 IMPORTANT DISCLOSURES

Cambridge Financial Associates is a Registered Investment Adviser and also provides fixed insurance services. It does not provide specific tax, or legal advice.  Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.





This communication is strictly intended for individuals residing in the state(s) of MA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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