Episode 21

A Walk Down History - Taxes, Investments, and the Changing Landscape - 05/17/2025

May 17th, 2025

52 mins 50 secs

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capital formation fiduciary standard limited partnerships great society new deal great depression 16th amendment asset charges investment fees sarbanes-oxley us national debt deficit spending stock market history investment advice financial advisor index funds indexing history roth ira 401k history ira history investment products investment opportunities investment landscape government spending history federal taxation tax history investing history

About this Episode

John Berkley walks through history. Explore the evolution of federal taxation since 1913 and the growth of government spending. Discover how the investment landscape has transformed over time, discussing changes in investment opportunities and products like IRAs, 401ks, Roths, indexing, and the impact of regulations and industry practices.