Wealth and Wisdom: Week of October 6, 2025
- Mike Brown
- Oct 6
- 3 min read
Investor anxiety is on the rise as we enter the fourth quarter of 2025. Most of the key numbers – economic growth, inflation, market performance – look good on the surface, but recent college grads are having more trouble finding work, and their parents seem less confident lately in their dreams of a financially secure retirement.
Keep an eye on quarterly corporate earnings reports, which will start coming out over the next several weeks – a subject we’ll address in greater detail in next week’s Wealth and Wisdom. Zacks Research is forecasting a 5.1% increase over the same period last year and is heavily dependent on technology companies continuing their growth surge.
And remember, the time to get really worried is when we run out of things to worry about.
The fundamentals say stocks appear significantly overvalued. Problem is, history says they can stay that way for a long time. (Reading time: 4 minutes)
If you’re age 50 or older and earn more than $145,000 per year, your catch-up contributions will soon no longer go in pre-tax. (Reading time: 4 minutes)
A quick lesson on how Roth IRAs differ from traditional IRAs – and whether you have a choice in which to use. (Reading time: 2 minutes)
Premiums are up nearly 70% over the past five years nationwide. Blame it on wildfires, storms, and the soaring cost of construction materials. (Reading time: 3 minutes)
They’re anxious about the current economy and worried about the future – as well as some financial mistakes many of them are making. (Reading time: 5 minutes)
Which nations enjoy more economic freedom than we do? Hong Kong, Singapore, New Zealand, and Switzerland. (Reading time: 2 minutes)
A new report from the Fed says the balance sheet U.S. households remains pretty impressive, all things considered. (Reading time: 3 minutes)
If you have questions about required minimum distributions, you’re likely to find the answers in this article. (Reading time: 11 minutes)
With sufficient assets, it’s possible to pay for long-term care out of pocket. Here are some numbers to help with your calculations. (Reading time: 7 minutes)
These ideas could help close the gap between income and outgo – and keep your mind active in the process. (Reading time: 5 minutes)
Words to the Wise
“A big takeaway from economic history is that the past wasn't as good as you remember, the present isn't as bad as you think, and the future will be better than you anticipate.”
– Morgan Housel
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