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.
Rates End Year With Uncertainty – Fixed Income Overview
Tensions rose surrounding the Treasury market as the weighted average interest rate on outstanding Treasury debt is currently around 3.3%, ...
Equity Indexes Enter 2025 With Hesitation – Domestic Equity Update
Equity indexes finished 2024 with gains across all eleven sectors of the S&P 500 Index. The communication services, financials, consumer ...
What Is Driving Cryptocurrency – Digital Currency Market Update
The cryptocurrency market has seen significant developments and price movements following the election in anticipation of potential regulatory changes and ...
Macro Economic Overview / January 2025
Presidential campaigning and expectations about the Fed’s direction with rates enthralled the markets in 2024. Equity indices finished the year ...
The Nation’s Largest Asset Markets – Asset Allocation
A survey conducted by the Federal Reserve found that assets in the United States have risen in value over the ...
Countries That The U.S. Has A Trade Surplus With – International Trade
The U.S. currently struggles with massive imports and trade deficits with 23 of the top 30 trading partners worldwide. However, ...
Verifying RMDs – Year End Tax Planning
With the end of the year approaching, it is important to be certain that all required minimum distributions (RMDs) have ...
Macro Economic Overview / December 2024
Financial markets and analysts are anxiously awaiting cabinet and agency appointees by the incoming administration, which shape policy and the ...
Typical Homebuyers Are Getting Older – Housing Market Overview
The age of a typical homebuyer in the U.S. jumped to an all time high of 56 in 2024. Data ...
Rates Becoming More Contingent On Data – Fixed Income Update
Treasury yields fell following the nomination of Scott Bessent as Treasury Secretary, who is a proponent of reducing federal debt ...
FEMA Strains From Natural Disasters – Government Program Update
Following a multitude of natural disasters over the past few years, FEMA has been under increasing strain to make payouts ...
Optimism Elevates Equity Indexes – Domestic Stock Overview
Equity markets reacted to election results as expectations rose that deregulation and corporate tax cuts would be part of the ...
