No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
It's often a matter of luck whether a client retires in a low inflationary environment or a high one. But when you're planning 20-30 years out, you need to prepare for inflation-related extremes. Factoring in the sequence of inflation can protect clients from depleting their portfolio prematurely.
A historical examination of commodity funds shows that they perform well during years of high inflation. They also have a very low correlation to other major asset classes, and can be used to offset the negative impact of high inflation on other assets in a diversified portfolio.
This is a tale of two time periods: 24 years with high inflation and 24 with low inflation. We examine how various asset classes and two portfolios fared during these two different sets of circumstances.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025