Market Updates, Inflation, and Money Questions with John Berkley – 10/25/2025
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This episode opens with a market review showing the S&P 500 up 1.92% for the week and 15.47% year-to-date. A key topic was inflation, with the Consumer Price Index (CPI) annualized at 3% for September. John quoted Milton Friedman, who described inflation as “one form of taxation that can be imposed without legislation”.
Client questions covered financial strategies, including converting laddered CDs to a Roth IRA for tax advantages. The hosts explained that Uncommon Sense Investing uses closed-end funds for non-treasury bonds and prioritizes placing those bonds inside retirement accounts to shelter the ordinary income they generate. John detailed the Net Unrealized Appreciation (NUA) provision, a special tax strategy for taking highly appreciated company stock out of a 401k upon retirement. They also noted a slight move in portfolio allocation toward resource stocks (like gold mining) to address structural inflation concerns.
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