Articles/Education
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.
Estate Tax Exemption On Track To Decrease In 2026 – Estate Planning
Estate tax exemptions began with the Revenue Act of 1916, which imposed a transfer of wealth tax on the estate ...
Global Stocks Hesitate As Uncertainties Mount – Equity Overview
Global stocks hesitated in October as concerns mounted regarding the escalation of the crisis in the Middle East. Earnings and ...
How Deflation Develops and What It Does – Inflation Overview
A gradual devaluation or decline in overall asset prices is known as deflation, which leads to lower prices on most ...
Breaking Down Trash – Environmental Fact
As an abundance of trash is generated every day, more of an effort is being made to collect and recycle ...
Bank Deposits Heading Downwards – Banking Sector Overview
Consumers have been slowly depositing less money into their bank accounts over the past three years. As the pandemic shuttered ...
Baby Boomers Working Past Retirement – Demographics
This year the youngest baby boomers are now 59 and the oldest are 77, according to the Bureau of Labor ...
Social Security Benefits Going Up 3.2% in 2024 – Retirement Planning
Social Security recipients are due to receive an increase of 3.2% in 2024, the same as last year’s increase. For ...
Macro Economic Overview / November 2023
Global financial markets reacted to the conflict in the Middle East war with caution, concerned that the hostility could erupt ...
November 2023 / Market Indexes
(all values as of 10.31.2023) Stock Indexes: Dow Jones 33,052 S&P 500 4,193 Nasdaq 12,851 Bond Sector Yields: 2 Yr ...
Medicare Coverage Heading Into 2024 – Retirement Planning
With open enrollment upon us, millions of Americans will be deciding on which, if any, changes to make to their ...
The Common Occurrence Of Government Shutdowns – Fiscal Policy
Government shutdowns have been a common occurrence over the years under most every president. The length of the shutdowns have ...
Yields On The Rise – Fixed Income Overview
Looming government shutdown threats hindered the bond markets as concern surrounding heightened funding costs for the government came into focus. ...
