by Daniel White | May 5, 2025 | Economy
May 5, 2025 A lot has happened in the markets in 2025. But the truth is stocks were due to fall, whether from tariffs or something else. Not long ago, the stock market was trading at the highest prices measured against earnings. Stocks were more expensive than in 1929...
by Daniel White | Apr 29, 2025 | Ed Slott
April 28, 2025 Life insurance and Roth IRAs have a basic structure in common: they are both wealth transfer tools that help facilitate an efficient transfer of assets from one generation to the next and can provide a tax-free legacy. Despite their similarities, life...
by Daniel White | Apr 28, 2025 | Economy
April 28, 2025 In 1979, Federal Reserve Chair Paul Volcker inherited a real mess. Government overspending led to budget deficits and a massive increase in the national debt. By 1974, inflation climbed to as high as 12%. To combat that, the Fed raised interest rates as...
by Daniel White | Apr 21, 2025 | Economy
April 21, 2025 In 2022, Wall Street predicted stocks would rise 5%. Stocks fell 18%. In 2023, for seemingly the first time ever, Wall Street predicted stocks would fall. Instead, the S&P 500 soared 26%. In 2024, Wall Street aimed too low again, forecasting the...
by Daniel White | Apr 14, 2025 | Economy
April 14, 2025 The real economy isn’t doing well. Investors cheered when the Federal Reserve began lowering the federal funds rate last year. But inflation is still stubbornly high, and the interest rate that matters most – the 10-year Treasury yield –...
