What History Teaches Us About Inflation and Investing

When we think about major market downturns—1929, 1973, or 2000—what often comes to mind is volatility and loss. But history shows that inflation and valuations play an even bigger role in long-term outcomes.

In this video, Robert Amato, CFP®, CIMA®, and Principal at Compass Wealth Management, explains why accounting for inflation risk and starting valuations can make a meaningful difference in retirement planning.

At Compass, we help clients prepare for uncertainty so they can face retirement with confidence and clarity.

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This material is not intended to be relied on as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of September 16, 2025, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Compass Wealth Management to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investments involve risks.