9. The Modern Inflation Playbook for Long-Term Investors

Inflation has returned to center stage, influencing interest rates and long-term portfolio design. In this conversation, Don Drury and Tom Moran, AIF®, sit down with Charlie Chesebrough, CFA, Moran Wealth’s Managing Director, to discuss how inflation has evolved over the past four decades and why it may feel different today. They cover the Federal Reserve’s 2% target, renewed concerns about stagflation, and global factors that can affect inputs like energy prices and economic growth.Key topics:How inflation shifted from a background issue to a persistent challengeDifferences between inflation, stagflation, and deflationWhy the Federal Reserve targets 2%How major asset classes have historically behaved in different inflation environmentsPortfolio diversification considerations across market cyclesSubscribe and follow along!The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or [email protected] disclosures, visit: https://www.moranwm.com/disclosuresThis communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.