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.
IRS Tax Rates & Limits For 2024 – Tax Planning Update
Update IRS limits and rates for tax year 2024 apply to income tax returns filed in 2025. Tax items for ...
Why Gas Prices Rise Faster Than They Fall – Commodities Review
Consumers nationwide are frustrated at gasoline pumps as prices have leaped much more quickly than they have dropped. As the ...
Bond Yields Fall As Bond Prices Rise In November – Fixed Income Update
Bond prices rose in November with Treasury and corporate bonds posting record gains. The resulting drop in bond yields was ...
Equity Indexes Appreciate In November As Rates Fall – Equity Market Overview
Equity indexes advanced in November as expectations that the Fed has ceased rate hikes with the possibility of rate reductions ...
Why Cash Isn’t Going Away Anytime Soon – Currency Overview
With the onslaught of popular electronic payment methods, cash still continues to be a primary payment method of choice. The ...
Macro Economic Overview / December 2023
Global markets shifted positively in November as the Federal Reserve signaled that further rate hikes were less likely as economic ...
Market Indexes December 2023
December 2023 / Market Indexes (all values as of 11.30.2023) Stock Indexes: Dow Jones 35,950 S&P 500 4,567 Nasdaq 14,226 ...
Yields Hit Highs Then Reverse In October – Fixed Income Review
Yields on long-term Treasury bonds fell at the end of October as the Fed, the European Central Bank (ECB), and ...
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 ...
