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.
Macro Economic Overview
Inflationary pressures have taken hold throughout the economy, as raw materials required for most every consumer product from bread to automobiles have increased in cost...
How Government Inflation Gauges Differ
The traditional gauge for inflation, known as the Consumer Price Index (CPI), is being challenged by yet another government produced measure known as Consumer Expectations....
Yields Continue To Move Upward – Fixed Income Update
Yields rose across all fixed income sectors, with the 10-year Treasury yield reaching 1.74% as of March 31st, the highest level since January 2020. The...
Markets Gained On Optimism – Equity Overview
Optimism deriving from continuing fiscal and monetary stimulus efforts in addition to vaccination progress, drove equites higher in the first quarter. Major equity indexes moved...
What The Top 1% Really Owns – Demographics
Wealth, as measured by assets owned by individuals among all income brackets, surprisingly is not as perceived by most. Federal Reserve data show that the...
Stimulus Bill Provisions For Individuals – American Rescue Plan Act of 2021
Economic Impact Payment (EIP) of $1400 per individual with an Adjusted Gross Income (AGI) of up to $75,000 based on 2019 tax returns or 2020...
Where Anticipated Tax Hikes May Hit – Tax Planning
While the three stimulus programs amount to over $4.5 trillion were mostly funded by government debt, the recently introduced $2.25 trillion infrastructure plan will be...
Loans May Be Easier To Qualify For As Mortgage Rates Rise
Rising mortgage rates since the beginning of the year have slowed mortgage applications down. Should employment conditions improve allowing more to qualify for loans, then...
Macro Economic Overview
The prospect of resurgent inflation has developed into a growing concern for markets globally. Some believe that current inflationary pressures may be transitory and not...
April 2021 Market Indexes (all values as of 03.31.2021)
Stock Indexes: Dow Jones 32,981 S&P 500 3,972 Nasdaq ...