September 16, 2021

Inflation: Should you be Concerned?


Header Picture Header Picture 2

Did you know that 50 years ago a stamp cost 8 cents?
Today, that same stamp cost 58 cents.
Simply put – that is INFLATION.


You could do the same analysis with a gallon of milk, restaurant bill or loaf of bread. Over the last 15 years, the increasing cost of goods and services has been reasonable and barely a topic of conversation. However, inflation has recently become a hot topic and the rising cost of day-to-day items has become noticeable.

It depends.

Most financial plans and financial analysis reports anticipate long-term inflation. Investment portfolios are created and managed annually to combat the effects of inflation. Do you know how your current plan and portfolio measure up? Now may be a good time to find out.

Therefore, don’t be concerned. Get a second opinion!

When we review your long-term financial needs, we will ensure your investment portfolio is focused on:

When you need your money – your time horizon
How much risk you are willing to assume – your risk tolerance
What you are saving for – retirement or other savings goals
The increasing cost of goods and services over time – inflation

If you’re curious about your investments’ rate of return relative to inflation, then we should talk. Call or reply to this email to schedule a call.


Profile Picture

Kevin Forootan, CPA/CGMA
Partner – Woodland Hills, Beverly Hills
DK Wealth Management LLC
21600 Oxnard Street, Suite 2000
Woodland Hills, CA 91367

Tel 818-385-0585

Profile Picture

Livia Benjamin, CPA
Principal Partner – La Jolla
DK Wealth Management LLC
4225 Executive Square, Suite 900
La Jolla, CA 92037

Tel 858-642-5050

Profile Picture

Kristopher Lindley, CFP®
Financial Consultant
DK Wealth Management LLC
12555 High Bluff Drive, Suite 210
San Diego, CA 92130

Tel 619-550-4619


DK Wealth Management LLC | La Jolla | University Heights | Woodland Hills | Beverly Hills


Investment advice offered through Integrated Financial Partners, doing business as DK Wealth Management LLC, a registered investment advisor. DK Wealth Management LLC and its individual partners are solicitors to Integrated, compensated for solicitor services. DK Wealth Management LLC and its individual partners do not provide investment advice. DK Wealth Management LLC and its individual partners are not affiliated with Integrated Financial Partners. Click on the links for a copy of the firm’s ADV and solicitor disclosure statement.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

InTouch Picture