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.
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...
More People have Grim Outlooks on their Financial Situations – Consumer Expectations
With high inflation and a recessionary environment being landmarks of 2022, many households have started to doubt the economy. Going further back to the start...
Life Insurance Payouts Pass a Record $100 Million – Insurance Overview
As the effects of the COVID-19 pandemic continue to unravel, life insurance payouts for 2021 now show just how extraordinary the deaths recorded were. While...
Highlights From The SECURE Act 2.0 – Retirement Planning
In response to an aging American population, a bipartisan retirement measure passing through Congress looks to assist Americans nearing retirement in the next decade. The...