Today, people are worried that the impact of government stimulus and easy monetary policy will spur inflation once COVID-19 vaccinations allow the economy to reopen. Additionally, trade disagreements and a desire to move supply chains back home could undo some of the disinflationary benefits globalization and offshoring have produced. Will inflation affect your finances in 2021? Brian Perry, CFP®, CFA®, Director of Research and Executive Vice President at Pure Financial Advisors, discusses the outlook for inflation in 2021 and whether it might impact your investment portfolio or your retirement planning.
IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC. A Registered Investment Advisor.
• Pure Financial Advisors, LLC does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® – The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.
AIF® – Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.
CFA® charter – Chartered Financial Analyst® designation contains three levels of curriculum which includes analysis using investment tools, valuation of assets, and synthesizing the concepts and analytical methods in a variety of applications for effective portfolio management and wealth planning. Candidates must meet enrollment requirements, self-attest to professional conduct, complete the approx. 900 hours of self-study, and successfully pass each level’s 6-hour exam to use the designation. CFA Institute does not endorse, promote, or warrant the accuracy or quality of Pure Financial Advisors. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
