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

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.
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Twitter  
 
 
 

Jon Ten Haagen is an Investment Advisor Representative offering securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Ten Haagen Financial Group is not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or investment advisor.

Dated material presented here is available for historical and archival purposes only and may not represent the current market environment.  Dated material should not be used to make investment decisions or be construed directly or indirectly, as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.



This communication is strictly intended for individuals residing in the state(s) of CA, CT, FL, IL, ME, MN, NV, NJ, NY and NC. No offers may be made or accepted from any resident outside the specific states referenced.
 


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