Core Insights - Gold is viewed as a valuable asset in investment portfolios, with a suggested allocation of 25% considered reasonable due to its role as an insurance policy against currency weakness and inflation [1][6] - The U.S. dollar has experienced significant depreciation, with a 10.8% drop in the U.S. Dollar Index in the first half of 2025, marking its worst performance since 1973 [3] - Concerns about inflation are rising, with potential implications for U.S. monetary policy, especially if there are changes in Federal Reserve leadership [4][5] Gold Investment - Gold has increased over 40% in value over the past year, with expectations that it could reach over $4,000 per ounce by the end of 2025 [7] - Gold IRAs are highlighted as a tax-advantaged way to invest in gold, allowing for the holding of physical gold or gold-related assets within retirement accounts [8] International Stocks - There is a favorable outlook for foreign stocks, particularly European and select Asian markets, as a weaker dollar is expected to benefit these investments [9] - The Vanguard FTSE Europe ETF and iShares MSCI Emerging Markets Asia ETF have shown strong performance, with year-to-date gains of 28% and 29% respectively [10] Real Estate as an Inflation Hedge - Real estate is identified as another effective hedge against inflation, with property values and rental income typically rising during inflationary periods [11] - The S&P Cotality Case-Shiller U.S. National Home Price NSA Index has increased by 49% over the past five years, indicating strong demand and limited supply in the housing market [12] Alternative Real Estate Investment Options - Homeshares and First National Realty Partners (FNRP) are presented as options for investors seeking exposure to real estate without the burdens of direct property management [14][15] - These investment vehicles allow for participation in the real estate market with lower minimum investments and potential returns ranging from 14% to 17% [15][16]