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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
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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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Nick Markionni offers securities and investment advisory services through Royal Alliance Associates, Inc., member FINRA/SIPC.  Additional investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor.  Insurance services offered through Anthonisen Financial Corporation.  All listed entities are unaffiliated. AFC Financial Advisory Group is a marketing designation.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, MA, MI, MN, MO, MS, NC, ND, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WV, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Royal Alliance does not offer tax or legal advice.

 

 
IMPORTANT CONSUMER INFORMATION 

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
 

 



This communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, IA, MD, MA, MI, MN, MS, MO, NV, NH, NJ, NY, NC, ND, OH, OR, PA, SC, TN, TX, VA, WV and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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