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 / October 2022
(all values as of 09.30.2022) Stock Indexes: Dow Jones 28,725 S&P 500 3,585 Nasdaq 10,575 Bond Sector Yields: 2 Yr Treasury 4.22% 10 Yr Treasury...
What is ESG – Why Corporations Follow It – Part 3 of 3 Series
As previously discussed in the other two parts of this series, ESG is a financial philosophy where investors investigate three non-traditional aspects when choosing whether...
Wage Increases Don’t Necessarily Mean More Money in Your Pockets
A jump in inflation could mean that even with a pay raise, you could have less money in your pocket. To evaluate wages, there are...
Social Security Cost of Living Adjustment Sees Huge Jump
Many rely on Social Security and the annual increases known as the Cost of Living Adjustment (COLA) to keep up with inflation. The Cost of...
Personal Savings at Lowest in 14 Years
During the peak of the pandemic, uncertainty over the job market and elevated unemployment caused consumers to save at heightened rates. In addition, “going out”...
Market Indexes / September 2022 / (all values as of 08.31.2022)
Stock Indexes: Dow Jones 31,510 S&P 500 3,955 Nasdaq 11,816 Bond Sector Yields: 2 Yr Treasury 3.45% 10 Yr Treasury 3.15% 10 Yr Municipal 2.61%...
Fixed Income Update
U.S. Treasury bond yields rose in August, with the 10-year Treasury ending the month with a 3.15% yield. Treasury bond yields flattened as well, with...
Equity Review
U.S. equities began August in rebound mode but reversed course to end the month in negative territory. Continued Fed rate hikes and recession fears weighed...
Macro Economic Overview
Recession fears pressed on markets as equities pulled back from a mid-summer rally that many analysts suspect was short-lived. U.S. equities began August in rebound...
Euro Hits Parity With U.S. Dollar
Not since 2002 has the euro been valued equally with the U.S. Dollar. This equal valuation is known as parity in the currency markets. Since...