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
A year after Covid-19 changed the course of travel, socialization, and financial markets, 2021 witnessed a much quicker rebound than had been anticipated. The equity...
Market Indexes / January 2022
(all values as of 12.31.2021) Stock Indexes: Dow Jones 36,338 S&P 500 4,766 Nasdaq 15,644 Bond Sector Yields: 2 Yr Treasury 0.73% 10 Yr Treasury...
Labor Force Participation Rate Still Below Prior To Pandemic
Workers across all age groups are still not willing or able to work as they did before the pandemic. The participation rate is basically the...
Release of Oil Reserves Hasn’t Reduced Gas Prices Much If Any
The administration announced in November that it had authorized the release of 50 million barrels of oil from the strategic petroleum reserve (SPR) in order...
IRS Introduces New Tax Brackets & Standard Deductions For 2022
Heading into the new year, the recent higher than expected inflation numbers will also be affecting tax rates for everyone. The IRS has adjusted 2022...
How Inflation Might Ease
The pandemic pulled forward or accelerated an enormous amount of consumer spending that was pent up for months during lock downs and closures. As a...
Rates In Flux As Omicron Creates Uncertainty
The renomination of Fed Chair Jerome Powell for another four years is not expected to result in any changes to monetary policy objectives. With the...
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...