• Macro Economic Overview

    Financial markets were distraught during the third quarter as rising rates, inflation, and slowing economic activity hindered major equity indexes. Dramatic tax cuts implemented in the U.K. stirred global financial currency markets with […]

    Published On: October 11, 2022Categories: Economy

  • Market Indexes / October 2022

    (all values as of 09.30.2022) Stock Indexes: Dow Jones 28,725 S&P 500 3,585 Nasdaq 10,575 Bond Sector Yields: 2 Yr Treasury 4.22% 10 Yr Treasury 3.83% 10 Yr Municipal 3.26% High Yield 9.50% […]

    Published On: October 10, 2022Categories: Market Index Returns

  • What is ESG – Why Corporations Follow It – Part 3 of 3 Series

    As previously discussed in the other two parts of this series, ESG is a financial philosophy where investors investigate three non-traditional aspects when choosing whether to invest in a company. These aspects are […]

    Published On: September 23, 2022Categories: Investing

  • Wage Increases Don’t Necessarily Mean More Money in Your Pockets 

    A jump in inflation could mean that even with a pay raise, you could have less money in your pocket.  To evaluate wages, there are two factors to consider, nominal wage growth and […]

    Published On: September 22, 2022Categories: Economy

  • Social Security Cost of Living Adjustment Sees Huge Jump

    Many rely on Social Security and the annual increases known as the Cost of Living Adjustment (COLA) to keep up with inflation. The Cost of Living Adjustment (COLA) occurs annually and compares the […]

    Published On: September 19, 2022Categories: Economy

  • Personal Savings at Lowest in 14 Years

    During the peak of the pandemic, uncertainty over the job market and elevated unemployment caused consumers to save at heightened rates. In addition, “going out” became extremely limited as restaurants, stores, and vacations […]

    Published On: September 16, 2022Categories: Consumer Behavior

  • Market Indexes / September 2022 / (all values as of 08.31.2022)

    Stock Indexes: Dow Jones 31,510 S&P 500 3,955 Nasdaq 11,816 Bond Sector Yields: 2 Yr Treasury 3.45% 10 Yr Treasury 3.15% 10 Yr Municipal 2.61% High Yield 8.34% YTD Market Returns: Dow Jones […]

    Published On: September 15, 2022Categories: Market Index Returns

  • Fixed Income Update

    U.S. Treasury bond yields rose in August, with the 10-year Treasury ending the month with a 3.15% yield. Treasury bond yields flattened as well, with the shorter-term 1-year treasury finishing the month at […]

    Published On: September 12, 2022Categories: Economy

  • Equity Review

    U.S. equities began August in rebound mode but reversed course to end the month in negative territory. Continued Fed rate hikes and recession fears weighed on equities. Company earnings are increasingly becoming a […]

    Published On: September 9, 2022Categories: Economy

  • Macro Economic Overview

    Recession fears pressed on markets as equities pulled back from a mid-summer rally that many analysts suspect was short-lived. U.S. equities began August in rebound mode but reversed course to end the month […]

    Published On: September 8, 2022Categories: Economy