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.
Domestic Equities Diverge From International Equities
Global equity markets pulled back at month end as heightened virus fears drove uncertainty. Energy sector stocks saw a reversal from ongoing appreciation throughout the...
Year-End Tax Planning For Cryptocurrency Transactions
As millions of investors dabbled in cryptocurrency this past year, the IRS has heightened its surveillance of transactions in order to tax gains. The pending...
Macro Economic Overview – December 2021
The onset of the most recent Covid variant, known as Omicron, stands to stall a global economic resurgence which has been gradual and fragile. The...
Market Indexes / December 2021
(all values as of 11.30.2021) Stock Indexes: Dow Jones 34,483 S&P 500 4,567 Nasdaq 15,537 Bond Sector Yields: 2 Yr Treasury 0.52% 10 Yr Treasury...
Wage Inflation Is Here
With over 10 million open positions nationwide, companies are being forced to raise wages and pay incentives in order to attract qualified workers. Salaries and...
Social Security Benefits Going Up in 2022
Social Security recipients are due to receive the largest increase in benefits since 1982, but for many recipients, the increase in payments will go towards...
Some Americans Retired Early Due To The Pandemic
A recent research report by the Federal Reserve Bank of St. Louis found that over 3 million Americans decided to retire earlier than planned due...
More Workers Are Quitting Than Ever
A shortage of qualified workers across the country is encouraging companies to raise wages in order to attract direly needed employees. The competition for employees...
OECD Sees An Increase In Global Inflation
Pandemic driven supply issues as well as a gradual emergence of economic activity globally has led to higher prices worldwide. Energy and food prices have...
Short Term Rates On The Rise
Rates continued on a gradual assent in October, with the 10-year Treasury bond yield ending the month at 1.55%, up from 0.88% this same time...