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.
Major Equity Indexes Post Gains So Far This Year – Domestic Equity Overview
Major equity indexes were positive year to date at the end of January, with the S&P 500 index up 6.18% as technology-related companies led the...
Macro Economic Overview
Inflation became less of a concern in January as the most recent data revealed six consecutive months of falling prices. The most recent inflationary data,...
Job Openings Are Decreasing – Labor Market Update
With looming recessionary pressures throughout 2022, many corporations reversed their 2021 hiring frenzies. Instead, companies have been opting to slow down hiring, shutter positions, and...
Demand For Bonds Rose in January – Fixed Income Review
Demand for bonds is increasing as investors have a seemingly endless appetite for debt amid signs inflation is cooling and central banks worldwide are slowing...
Home Sales Fall Across the Nation – Housing Update
Following seven consecutive quarters of double-digit increases in the median sales price of American homes, pending home sales have reached an all-time low as fewer...
Market Indexes
February 2023 (all values as of 1.31.2023) Stock Indexes: Dow Jones 34,086 S&P 500 4,076 Nasdaq 11,584 Bond Sector Yields: 2 Yr Treasury 4.21% 10...
Volatility Challenges Equities in 2022 – Equity Markets
Volatility in the global equity markets led to increased uncertainty surrounding growth and earnings expansion for companies. Inflationary pressures and higher labor costs weighed on...
U.S. Phasing Out Old Light Bulbs for LEDs – Consumer Awareness
While fluorescent and incandescent lightbulbs may be widely popular in most households, the Department of Energy suggests that LED bulbs are a superior alternative for...
Tax Changes For 2023 – Tax Planning
In 2022, inflation eclipsed 9% and reached 40-year highs as food and gasoline prices exhibited continuous spikes. Many consumers reported consistently feeling that their paychecks...
Short Term Rates Remain Higher Than Long Term Rates – Fixed Income
40-year highs in inflation and Federal Reserve rate hikes played havoc on bonds throughout 2022, sending short and long terms rates to levels not seen...