blindsided by inflation?

Watch to learn important considerations that may help protect your wealth amid rising costs.

Isabel Barrow, Director, Financial Planning

High inflation can impact your entire financial life

Inflation increases the cost of everyday goods, and it can drive up interest rates and market volatility. All of this can make achieving your financial goals harder.

People are falling short of their financial goals

Donating to charity

Saving for education

Investing money

Eliminating my debt

saving for retirement*

Evening out my month-to-month spending

improving my credit

starting a business

Creating an emergency fund

Supporting Family members financially

saving for a big purchase (e.g., vacation, wedding, etc.)

Purchasing a home

Developing and maintaining a budget

* Baby boomers and Gen Xers report the most lost progress toward retirement since last year at -20% and -18% respectively.

Survey conducted monthly among a representative sample of roughly 2,200 or 4,400 U.S. adults, with an unweighted margin of error of up to +/-2 percentage points.

Source: Morning Consult, Analyst Report: The State of Consumer Banking & Payments, 2022

Could you raise the chances of achieving your financial goals if your investment portfolio was part of a broad financial plan, one that accounts for the possibility of high inflation, a bear market and even a recession?

We create personalized financial plans that are built to last

Our integrated wealth planning approach is designed to strategically coordinate aspects of your financial life. So when the market takes a hit, your overall financial plan can adapt to help you stay on track.