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 – December 2020
Equity markets responded positively to news that the availability of vaccinations was imminently close. Major equity indices reached new highs in November as elements of...
Rates Rise Slightly In November – Fixed Income Update
Rates rose slightly in November, with the benchmark 10-year treasury bond yield approaching levels not seen in nearly six months. As the yield on the...
New Free Trade Agreement Doesn’t Include U.S. – Global Trade
For months, even before the onset of the COVID-19 pandemic in March, several countries were busy assembling trade agreements in order to facilitate and promote...
Homeowner Equity Reaches New Highs – Housing Market Update
Homeowner equity as a percentage of home values reached an all time high in the 2nd quarter of 2020, surpassing the most recent previous highs...
Medicare Coverage Heading Into 2021 – Retirement Planning
With open enrollment upon us, millions of Americans will be deciding on which, if any, changes to make to their Medicare coverage. The Open Enrollment...
Market Indexes December 2020
December 2020 (all values as of 11.30.2020) Stock Indexes: Dow Jones 29,638 S&P 500 3,621 Nasdaq 12,198 Bond Sector Yields: 2 Yr Treasury 0.16% 10...
Markets Head Higher in November – Equity Market Overview
The combination of a finalized election, effective vaccine trials, and positive earnings from various sectors, drove equity indices higher in November. Analysts expect upcoming additions...
Election Results May Affect Rates – Fixed Income Update
Interest rates gravitated slightly higher in October, driven by the anticipation of eventual inflation, and growing federal debt levels. The yield on the 10-year Treasury...
Uncertainty From Presidential Race Drove Volatility In October – Equity Overview
U.S. equities zigzagged throughout October as uncertainty surrounding the election and a second stimulus package instilled volatility. Global developed market equities declined in October as...
The Reemergence of Stagflation – Economic Trends
Recent government data that tracks inflation, known as the Consumer Price Index (CPI), has been rising steadily since the onset of the pandemic in March....