by Daniel White | Sep 8, 2026 | Economy
Tuesday, September 8, 2026 Most investors are familiar with the 60/40 portfolio concept, where 60% of a portfolio is held in equities and 40% in bonds. It’s been a popular model for some time due to its effectiveness. The stocks portion of the portfolio serves as the...
by Daniel White | Aug 4, 2025 | Economy
Monday, August 4, 2025 Anxiety over the future of Social Security is causing more people to claim benefits early. Between December 2023 and April 2025, claims rose by 13%. This rise cannot be explained solely by the increase in the number of baby boomers reaching...
by Daniel White | Mar 17, 2025 | Economy
March 17, 2025 Many folks are experiencing a “wealth effect” where they feel rich because the values of their homes and investment portfolios have risen, causing them to spend more. Technically, the “wealth effect” is when spending jumps because assets have increased....
by Daniel White | May 8, 2023 | Economy
May 08, 2023 Congress may increase the full Social Security retirement age to 70. What are the implications? When the retirement age was lifted in France, citizens protested. It remains to be seen whether that will happen here, but something must give because...
by Daniel White | May 1, 2023 | Economy
May 01, 2023 In March the latest report on the financial health of the Social Security system was released. It’s officially called “The 2023 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Federal Disability Insurance...
