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.
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 ...
Yields Approach An Inflection Point
Despite a sell off in equity markets towards the end of February, equity indexes managed to post a gain for the month, with energy and...
Taxpayer Scam During Tax Time
The IRS has issued an alert regarding scam phone calls directly to taxpayers nationwide. The calls may be in person or via ‘robocalls’. Scammers claim...
Misleading Increase In U.S. Incomes – Government Reporting
Data released by the Commerce Department showed that personal income for Americans rose 10% in January, the largest increase in nine months and exceeding forecasts....