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 Hold Steady – Fixed Income Review
Interest rates held steady as the Federal Reserve opted to maintain current levels as inflation worries still were a concern ...
Stocks Start Year Off With Slight Gain – Domestic Equity Overview
Domestic equity indexes were mixed in January, as selective sectors outperformed other sectors. The disparity in performance, known as “sector ...
Consumers Drive Economic Growth, Not Government – Consumer Expenditures
Each month the Department of Commerce releases its Gross Domestic Product (GDP) report. This report is the single most recognized ...
Car Prices Are Falling – Auto Industry Review
Years of consecutive increases in U.S. auto sales have put a glut of vehicles on U.S. highways. In addition, a ...
Macro Economic Overview / Feb 2024
Financial markets started the year off with an eye on earnings, the upcoming election, and developments in the Middle East ...
U.S. Oil Production Reaches Another Record – Commodity Sector Overview
Despite efforts to curtail oil consumption and production of domestic oil, the U.S. achieved another record producing year in 2023. ...
Market Performance During Presidential Election Years – Political Dynamics
Election year markets are always a quandary, as candidates propose economic and fiscal plans in order to boost the nation’s ...
More U.S. Households Own Stocks – Consumer Finances
A recent survey conducted by the Federal Reserve, called the Survey of Consumer Finances has identified that 58% of U.S. ...
Global Tax Rates On The Rise – Global Tax Policy
Governments worldwide rely on tax revenue in order to fund government expenses and operations. Tax policies and initiatives vary from ...
The Fed Hikes Rates 4 Times In 2023 – Bond Market Overview
The Federal Reserve raised rates eleven times between 2023 and 2022, increasing the Fed Funds rate from 0% at the ...
Stocks Finish 2023 On A Positive Note – Global Equity Review
Major global equity indices experienced a reversal in performance towards the end of 2023 relative to earlier in the year. ...
Year-End Tax Planning Activities – Tax Planning Overview
As year-end approaches, the importance of gathering necessary tax items is essential. Even though not much may have changed since ...
