
What Trump’s Win Means for the Economy and Markets
In a surprisingly decisive victory, Trump has reclaimed the White…
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Perry Daniels2024-11-04 14:39:502024-11-14 08:58:51Wisdom For Wealth. For Life.® Newsletter Fall 2024
Portfolio Impact of Fed Rate Cuts
On September 18, the Federal Reserve (the Fed) lowered the federal…
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Perry Daniels2024-08-19 09:50:312024-08-19 10:01:34Wisdom For Wealth. For Life.® Newsletter Summer 2024
Labor Pains: The “Sahm” Before the Storm?
On July 31, Jay Powell, Chair of the Federal Reserve (Fed), characterized…

Three Men, Three Lessons, 300 Years
Over the last six months, the finance and investment world has…
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Perry Daniels2024-05-20 16:17:432024-05-20 16:19:31Wisdom For Wealth. For Life.® Newsletter Spring 2024
The World Investable Portfolio
Innovation and productivity―both stalwart cornerstones of civilization―are…

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?
Do you enjoy charitable giving? Do you have an IRA (Individual…
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Perry Daniels2024-03-08 09:37:242024-03-08 16:00:58Does Your Stock Portfolio Care Who Is President?
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Perry Daniels2024-02-26 08:30:132024-05-07 10:58:25Wisdom For Wealth. For Life.® Newsletter Winter 2024
Spot Bitcoin ETFs: Understanding what they are and their investment implications
Bitcoin, the world’s most popular cryptocurrency by market…

Economic & Market Insights: Reflecting on 2023 and Looking Forward to 2024
A Resilient Economy
At the beginning of last year, most economists…

What is the Value of Five Golden Rings?
In the beloved Christmas carol, “The 12 Days of Christmas,”…
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Perry Daniels2023-12-11 13:53:152023-12-11 13:53:15Wisdom For Wealth. For Life.® Newsletter Fall 2023
The Risk of “Riskless” Investments
Since 2009, investors have had very little opportunity to earn…

The Israel and Hamas Conflict: How It Could Impact Oil Prices
On October 7, 2023, Hamas initiated a surprise attack on Israel,…
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Perry Daniels2023-10-10 15:21:252023-10-11 10:48:34Economic Review & Outlook Fourth Quarter 2023
U.S. vs. Emerging Markets: Comparing Performance Since the Global Financial Crisis
For more than a decade, U.S. stocks have essentially been the…