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.
Baby Boomers Working Past Retirement – Demographics
This year the youngest baby boomers are now 59 and the oldest are 77, according to the Bureau of Labor Statistics. As more baby boomers...
Social Security Benefits Going Up 3.2% in 2024 – Retirement Planning
Social Security recipients are due to receive an increase of 3.2% in 2024, the same as last year’s increase. For many recipients, the increase in...
Macro Economic Overview / November 2023
Global financial markets reacted to the conflict in the Middle East war with caution, concerned that the hostility could erupt into a broader situation engulfing...
November 2023 / Market Indexes
(all values as of 10.31.2023) Stock Indexes: Dow Jones 33,052 S&P 500 4,193 Nasdaq 12,851 Bond Sector Yields: 2 Yr Treasury 5.07% 10 Yr Treasury...
Medicare Coverage Heading Into 2024 – Retirement Planning
With open enrollment upon us, millions of Americans will be deciding on which, if any, changes to make to their Medicare coverage. The Open Enrollment...
The Common Occurrence Of Government Shutdowns – Fiscal Policy
Government shutdowns have been a common occurrence over the years under most every president. The length of the shutdowns have varied from 2 days in...
Yields On The Rise – Fixed Income Overview
Looming government shutdown threats hindered the bond markets as concern surrounding heightened funding costs for the government came into focus. Yields on U.S. Treasury bills,...
Equities React To Congressional Uncertainty – Global Equity Overview
Domestic equities were off in September and in the third quarter, as stocks retracted further with shutdown concerns increasing towards the end of the quarter....
Consumption Decreases As Environment Changes – Economic Dynamics
Over 65% of the country’s economic growth, as measured by Gross Domestic Production (GDP) is driven by consumers. Sentiment and confidence are critical components to...
Consumers Are Saving Less – Consumer Behavior
According to the Bureau of Economic Analysis, data has revealed that Americans are saving less than initially thought. From 2017 through 2022, American consumers were...