For centuries investors have invested in gold in pursuit of various purposes depending on individual financial goals and market conditions. Traditionally thought of as a safe-haven asset, owning gold on occasion has produced attractive returns. The price of gold has risen by about 13% in the first four months of 2024 and by over 80% in the past five years.
Read MoreInflation has been the hot button topic of the year. Seemingly every article, news segment, or social media post in regard to the market or economy will include at least some reference to inflation and the role it plays. Most of these references are about its effect on the consumer or how it has changed outlooks for various companies. What perhaps is lesser known, however, is the role CPI has in many government-stipulated figures such as Social Security benefits, qualified plan contribution limits, and income tax brackets. This article will focus on the various figures that are, in one way or another, tied to the CPI and its implications for American investors and retirees.
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James f. chapman, awma
James F. Chapman AWMA®, is a Wealth Advisor and the Chief Innovation Officer of Clearwater Capital Partners. James joined the firm in 2010 and completed a series of summer intern assignments. Later, he transitioned to a full- time client facing Wealth Advisor in the Clearwater Residency Program.
Today, as Wealth Advisor, James works directly with successful individuals and families. His clients include business owners, medical professionals, entrepreneurs, and charitable foundations. His areas of expertise include lifetime income modeling, integrated portfolio management, and comprehensive financial planning. James works alongside the firm’s Senior Partners on advanced Family Office cases, providing tailored advice to multiple generations of the firm’s client families.
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