Education, Articles and Videos
Please choose any of the following articles below that interest you. Each article is listed under the month it was written. Articles written in prior months may still have educational interest.
Equity Indexes Appreciate In November As Rates Fall – Equity Market Overview
Equity indexes advanced in November as expectations that the Fed has ceased rate hikes with the possibility of rate reductions as early as March 2024....
Why Cash Isn’t Going Away Anytime Soon – Currency Overview
With the onslaught of popular electronic payment methods, cash still continues to be a primary payment method of choice. The average person still uses cash...
Macro Economic Overview / December 2023
Global markets shifted positively in November as the Federal Reserve signaled that further rate hikes were less likely as economic conditions and inflation cooled. Stocks...
Market Indexes December 2023
December 2023 / Market Indexes (all values as of 11.30.2023) Stock Indexes: Dow Jones 35,950 S&P 500 4,567 Nasdaq 14,226 Bond Sector Yields: 2 Yr...
Yields Hit Highs Then Reverse In October – Fixed Income Review
Yields on long-term Treasury bonds fell at the end of October as the Fed, the European Central Bank (ECB), and the Bank of England all...
Estate Tax Exemption On Track To Decrease In 2026 – Estate Planning
Estate tax exemptions began with the Revenue Act of 1916, which imposed a transfer of wealth tax on the estate of any deceased U.S. citizen...
Global Stocks Hesitate As Uncertainties Mount – Equity Overview
Global stocks hesitated in October as concerns mounted regarding the escalation of the crisis in the Middle East. Earnings and economic headwinds also remain a...
How Deflation Develops and What It Does – Inflation Overview
A gradual devaluation or decline in overall asset prices is known as deflation, which leads to lower prices on most goods and services. This eventually...
Breaking Down Trash – Environmental Fact
As an abundance of trash is generated every day, more of an effort is being made to collect and recycle as much trash as possible....
Bank Deposits Heading Downwards – Banking Sector Overview
Consumers have been slowly depositing less money into their bank accounts over the past three years. As the pandemic shuttered restaurants and retail stores in...