Check the background of this financial professional on FINRA's BrokerCheck.
Hans Stumm

Calculators


Got a question that involves number crunching? Use the calculators on this page to find the mathematical answer to the most commonly asked number-crunching questions, and see your inputs displayed next to the graph, chart, and/or table output in a side-by-side display.

Calculator: Print This Page
Impact of Inflation on Investment Returns Calculator
$
Years

Inflation can have a powerful effect over time on the actual return of your investments. Unless your portfolio's return outpaces inflation, you may actually be losing purchasing power, even if the dollar amount of your portfolio is growing.


Impact of Inflation on Investment Returns Chart
These charts illustrate, for the values input, the projections of growth with/without inflation.

In 30 years, your portfolio is expected to grow to $574,349.
However, inflation would have cost you $337,725 in purchasing power, leaving you with an inflation-adjusted balance of $236,624.




    Assumptions

  • This is a hypothetical example intended for illustration purposes only, and does not represent the performance of any specific investment or portfolio.
  • The calculations above assume that earnings are compounded annually.
  • The calculations above do not take into account the effect of federal or state income taxes, or fees and expenses.
©2017 Broadridge Investor Communication Solutions, Inc. All rights reserved.


 
 
 

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial whose identities and associations with Stumm Financial Services are disclosed on this site may only discuss securities or transact business with persons who are residents of the following states:
CA, CO, CT, DC, FL, IL, KY, LA, MA, MD, ME, NC, NJ, NH, NM, NY, OK, PA, RI, TX, VA, VT, WA, and WI.

If your state of residence is not listed, please locate an LPL Registered Representative in your state of residence by accessinghttp://www.lpl.com or calling 1-800-877-7210. Securities and investment information provided on this site are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Mr. Stumm is a Registered Representative with and offers securities and financial planning through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP™, CERTIFIED FINANCIAL PLANNER™ and   in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

© 2015 J. Hans Stumm

 
 


Check the background of this financial professional on FINRA's BrokerCheck.