Wealth and Wisdom: Week of March 10, 2025
- Mike Brown
- Mar 10
- 4 min read
The drama in Washington continues – a trade war with American allies, massive government layoffs, the threat of a shutdown, a nasty spat with Ukraine, and whatever new crisis that might have appeared since I wrote these words a few days ago.
The chaos is spreading to Wall Street – already preoccupied with the possible resurgence of inflation and growing signs that the economy may have stopped growing.
These are not easy times to be an investor, especially if your time horizon is short. If your goals are longer-term, however, remember that chaos creates opportunities for those who are prepared to take advantage of them.
With a potential economic slowdown looming, the Fed may be looking at lowering interest rates as many as three times in 2025. (Reading time: 2 minutes)
It’s one thing to realize recessions are inevitable. Successfully dodging them with your investments is something else altogether. (Reading time: 3 minutes)
You might think slashing government spending will help bring down inflation, but other things have to happen as well – as illustrated in this interesting analogy. (Reading time: 3 minutes)
Here’s how the strategy works – and a step-by-step process to do it yourself. (Reading time: 5 minutes)
Putting all of your retirement savings into a Roth IRA sounds like a great tax strategy – but doing too much at once can cause problems. (Reading time: 5 minutes)
Earning stock dividends outside of a traditional or Roth IRA offers some attractive tax advantages if you understand the rules. (Reading time: 3 minutes)
A big tax refund means you’re lending your money to the IRS interest-free all year. So if you’re getting one, at least put it to good use. (Reading time: 4 minutes)
My firm has put together a quick primer on starting an investment program – along with some helpful rules that have stood the test of time. (Reading time: 4 minutes)
The key to building wealth is realizing that you don’t have to do all the work yourself. (Reading time: 5 minutes)
Keeping a lid on your healthcare expenses has a lot to do with how much you decide to invest in yourself. (Reading time: 8 minutes)
Words to the Wise
“Investment success does not require glamour stocks or bull markets.”
– John Neff
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