• Equity Markets Surprised Many in 2021

    All sectors of the S&P 500 Index posted gains in 2021, with the energy sector leading, following a dismal outcome in 2020. Real estate, technology and financial sectors were also leading sectors in […]

    Published On: January 10, 2022Categories: Economy

  • Macro Economic Overview

    A year after Covid-19 changed the course of travel, socialization, and financial markets, 2021 witnessed a much quicker rebound than had been anticipated. The equity market upswing caught many by surprise as it […]

    Published On: January 10, 2022Categories: Economy

  • Market Indexes / January 2022

    (all values as of 12.31.2021) Stock Indexes: Dow Jones 36,338 S&P 500 4,766 Nasdaq 15,644 Bond Sector Yields: 2 Yr Treasury 0.73% 10 Yr Treasury 1.52% 10 Yr Municipal 1.05% High Yield 4.35%  […]

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

  • Labor Force Participation Rate Still Below Prior To Pandemic

    Workers across all age groups are still not willing or able to work as they did before the pandemic. The participation rate is basically the percentage of the population that is either working […]

    Published On: December 9, 2021Categories: Economy

  • Release of Oil Reserves Hasn’t Reduced Gas Prices Much If Any

    The administration announced in November that it had authorized the release of 50 million barrels of oil from the strategic petroleum reserve (SPR) in order to help alleviate rising gasoline prices across the […]

    Published On: December 9, 2021Categories: Consumer Behavior, Economy

  • IRS Introduces New Tax Brackets & Standard Deductions For 2022

    Heading into the new year, the recent higher than expected inflation numbers will also be affecting tax rates for everyone. The IRS has adjusted 2022 tax brackets to reflect the most recent inflation […]

    Published On: December 9, 2021Categories: Taxes

  • How Inflation Might Ease

    The pandemic pulled forward or accelerated an enormous amount of consumer spending that was pent up for months during lock downs and closures. As a result, demand for automobiles, homes, furniture, and appliances […]

    Published On: December 8, 2021Categories: Consumer Behavior

  • Rates In Flux As Omicron Creates Uncertainty

    The renomination of Fed Chair Jerome Powell for another four years is not expected to result in any changes to monetary policy objectives. With the emergence of the new Covid variant, the Fed […]

    Published On: December 8, 2021Categories: Economy

  • Domestic Equities Diverge From International Equities

    Global equity markets pulled back at month end as heightened virus fears drove uncertainty. Energy sector stocks saw a reversal from ongoing appreciation throughout the year, yet still stand as the top performing […]

    Published On: December 8, 2021Categories: Economy, Industry

  • Year-End Tax Planning For Cryptocurrency Transactions

    As millions of investors dabbled in cryptocurrency this past year, the IRS has heightened its surveillance of transactions in order to tax gains. The pending infrastructure bill in Washington, Build Back Better, contains […]

    Published On: December 7, 2021Categories: Taxes