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.
Stock Indexes Not In Sync – Domestic Equity Overview
The second quarter saw varying performance across the S&P 500 Index as certain sectors outperformed while others underperformed. Technologies, utilities and communication services saw the...
Some Question Traditional Stock Market Indicator – Equity Analysis
The Dow Theory has been an indicator of the stock market for over 100 years, with a specific attention to transportation. It originated with a...
China Is Exporting More & Making Cheap Products Cheaper – Global Trade Update
China is flooding global markets, including the U.S., with cheap exports across various industries including steel, electric vehicles, solar panels, computer chips, and other manufactured...
Banks Get A Stress Test & Pass – Banking Sector Review
The Federal Reserve reported in June that results of its annual bank stress test showed the largest U.S. banks and lenders have sufficient capital to...
Average Auto Loan Amounts Head Lower – Consumer Finance
As auto sales have decreased over the past few months, so have the prices paid for automobiles and light trucks. Recent data compiled by the...
Macro Economic Overview / July 2024
Markets were influenced by election dynamics and economic data in June as equities and bonds responded to uncertainty surrounding the direction of future fiscal policy...
Market Indexes / July 2024
(all values as of 06.28.2024) Stock Indexes: Dow Jones 39,118 S&P 500 5,460 Nasdaq 17,732 Bond Sector Yields: 2 Yr Treasury 4.71% 10 Yr Treasury...
Unemployment Ticks Up Ever So Slightly – Labor Market Overview
The Department of Labor tracks and compiles data on U.S. workers and employment trends. Identifying what portion of the working population is not employed is...
Consumers Still Spending Amid Inflation – Consumer Behavior
Consumer sentiment and spending have remained fairly consistent in recent months, as noted by the Personal Consumption Expenditures Price Index (PCE). Despite a dip in...
IRS Waives Penalties For Missed Inherited RMDs – Tax Planning
The IRS has recently extended relief for certain heirs regarding Required Minimum Distributions (RMDs) from inherited IRAs. The penalties for missed RMDs from inherited IRAs...