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Special Report

Your Inflation Tool Kit

How to think about inflation, your money, and your investments.

Inflation continues to stress pocketbooks--and investors--at the onset of 2022. Ongoing labor and supply shortages coupled with high consumer demand pushed the December CPI number (which is based on a basket of products that include gasoline and healthcare) to 7%, its highest level in nearly 40 years.

To quell inflation, the Federal Reserve plans to remove stimulus from the economy and raise interest rates this year sooner than many market observers expected just a few months ago.

In this special report, Morningstar’s experts discuss how to think about inflation today, examine your own personal inflation rate, and safeguard against inflation’s corrosive effect on your investments.

What Omicron Means for the Economy and Inflation
The economic recovery shouldn't slow much, but renewed supply chain snarls could keep inflation high.

Inflation Is Still on the Rise, for Now
Five charts on key inflation trends.  

For Retirees, When Inflation Arrives Is as Important as Its Magnitude

A look at retirees, inflation, and sequencing risk.

Are You Making Less Than You Did Last Year Because of Inflation?
Your salary may be going up, but your purchasing power could be dropping.

Will Cryptocurrency Protect Against Inflation?
The common assumption might be false.

How to Protect Your Portfolio from Inflation
They have varying levels of effectiveness, but here are some ways to hedge inflation risk.

6 Inflation-Tough Stocks
We think these moaty companies will remain resilient in the face of inflation and ongoing supply chain challenges.

Investors Flock to Inflation Protection
Inflation-protected bonds are rallying as investors see price pressures sticking around.

What Are TIPS, and How Do They Help Protect Against Inflation?
A quick look at the benefits and risks of Treasury Inflation-Protected Securities, and the best way to invest in them.

For Inflation Protection, Commodities Belong in the 'Too Hard' Pile
On the pitfalls of defending against the slow, corrosive effects of inflation with an incredibly volatile asset.

Are Equity Managers Ready for Inflation?
How highly-rated active managers are positioning their portfolios today.

Retirees: How Inflation-Tough Is Your Portfolio and Plan?
Here's how to check.

How to Hedge Against Inflation
Morningstar FundInvestor editor Russ Kinnel describes some direct and indirect hedges for inflation protection.

Should You Be Worried About Inflation?
And how to make inflation "personal."

When Inflation Meets Your Financial Plan
With some planning and awareness, you can steer your retirement fund safely through times of inflation.

How Much Should You Worry About Inflation in Retirement?
Calculating a customized inflation rate is better than using a blunt measure like CPI.

When Higher Inflation Meets Your Withdrawal Rate
While few are predicting a 1970s-style inflation spiral, it's still worth thinking through how inflation could affect your plan.

How Retirees Should Think About Inflation
Here's what to do to defend your retirement portfolio against inflation over time.

Best TIPS for You
Advice for inflation protection.

Now's the Time to Consider These Inflation Protection Strategies
Diversified real asset can enhance a portfolio built for the long run.

The Best Inflation-Fighting Investments for Retirees
In-retirement portfolios should include a blend of inflation hedges and inflation beaters.

The '-flations' in Finance
What is inflation, deflation, disinflation, and stagflation?

Cash as an Inflation Hedge
It fares surprisingly well, if the Federal Reserve obliges.