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Brian Lombardo, CFP®, CPA

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.

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Impact of Inflation on Investment Returns Calculator
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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.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated.  Gateway Financial Advisors San Jose Branch is located at 2570 N 1st St, Ste 200 San Jose CA 95131.

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