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.
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...
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...