Euro and Pound Plummeting in Value to the Dollar
The European economy is currently experiencing turbulence due to the Ukrainian conflict and Russian supply cuts. On the other hand, high-interest rates have increased the...
Macro Economic Overview
Financial markets were distraught during the third quarter as rising rates, inflation, and slowing economic activity hindered major equity indexes. Dramatic tax cuts implemented in...
Market Indexes / October 2022
(all values as of 09.30.2022) Stock Indexes: Dow Jones 28,725 S&P 500 3,585 Nasdaq 10,575 Bond Sector Yields: 2 Yr Treasury 4.22% 10 Yr Treasury...
What is ESG – Why Corporations Follow It – Part 3 of 3 Series
As previously discussed in the other two parts of this series, ESG is a financial philosophy where investors investigate three non-traditional aspects when choosing whether...
Wage Increases Don’t Necessarily Mean More Money in Your Pockets
A jump in inflation could mean that even with a pay raise, you could have less money in your pocket. To evaluate wages, there are...
Social Security Cost of Living Adjustment Sees Huge Jump
Many rely on Social Security and the annual increases known as the Cost of Living Adjustment (COLA) to keep up with inflation. The Cost of...
Personal Savings at Lowest in 14 Years
During the peak of the pandemic, uncertainty over the job market and elevated unemployment caused consumers to save at heightened rates. In addition, “going out”...
Market Indexes / September 2022 / (all values as of 08.31.2022)
Stock Indexes: Dow Jones 31,510 S&P 500 3,955 Nasdaq 11,816 Bond Sector Yields: 2 Yr Treasury 3.45% 10 Yr Treasury 3.15% 10 Yr Municipal 2.61%...
Fixed Income Update
U.S. Treasury bond yields rose in August, with the 10-year Treasury ending the month with a 3.15% yield. Treasury bond yields flattened as well, with...
Equity Review
U.S. equities began August in rebound mode but reversed course to end the month in negative territory. Continued Fed rate hikes and recession fears weighed...