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.
Inflation Reduction Act Provides Tax Breaks For Environmentally Friendly Energy Projects – Taxpayer Focus
With Congress passing the Inflation Reduction Act (IRA) in 2022, consumers are expected to see new tax savings centered around ...
U.S. Taxes Lower Than Other Developed Countries – Taxation Overview
The notion that taxes in the United States are excessive compared to other countries, is somewhat misleading. Relative to other ...
Demand For Treasuries Drives Rates Lower – Fixed Income Update
As a result of the bank failures, there has been an increased demand for Treasury bonds as a safe haven ...
Bank Concerns Send Stock Volatility Higher – Domestic Equity Overview
Despite the bank failures in March, all three major equity indexes posted positive returns for the first quarter of the ...
Macro Economic Overview / April 2023
The failure of two regional banks unsettled equity and fixed-income markets globally in March. Financial contagion risks were at the ...
April 2023 / Market Indexes
(all values as of 03.31.2023) Stock Indexes: Dow Jones 33,274 S&P 500 4,109 Nasdaq 12,221 Bond Sector Yields: 2 Yr ...
U.S. Equities Remain Cautious in February – Equity Overview
Domestic equities continued to react to higher overall costs while also projecting lower earnings growth heading into the rest of ...
Why Some Taxpayers Might See Smaller Tax Refunds This Year – Tax Planning
Some taxpayers will likely receive a significantly smaller refund compared with the previous tax year. Changes include amounts for the Child ...
Rising Car Payments Become Less Affordable for Many – Automotive Industry
Since the pandemic ushered in a widespread global shortage of semiconductor chips that are vital to new vehicles, car prices ...
REAL ID Deadline Postponed Until 2025 – Travel & Regulations
The Department of Homeland Security has announced that it will extend the REAL ID full enforcement date back 2 years ...
Rates Rise in February – Fixed Income Overview
Rates rose across all bond maturities, also known as the yield curve, which has remained inverted in recent months due ...
Loan Delinquencies On The Rise – Consumer Credit
Following the 2008 financial crisis, consumers began defaulting on loans across the board. Since then, loan delinquencies have fallen steadily, ...
