• Macro Economic Overview

    Recession concerns are rising as company earnings, employment data, and economic growth estimates continue to demonstrate an expected slowdown in the economy. Second quarter Gross Domestic Product (GDP) released in July showed a ...

    Published On: August 10, 2022Categories: Economy

  • Market Indexes

    August 2022 (all values as of 07.29.2022) Stock Indexes: Dow Jones 32,845 S&P 500 4,130 Nasdaq 12,390  Bond Sector Yields: 2 Yr Treasury 2.89% 10 Yr Treasury 2.67% 10 Yr Municipal 2.27% High ...

    Published On: August 9, 2022Categories: Market Index Returns

  • What is ESG – Socially Conscious Investing – Part 1 of a 3 Part Series

    Environmental, social, and governance (ESG) have become focal points for companies, analysts, and investors. The evolution of ESG has created a growing awareness among the public about how companies formulate criteria for socially ...

    Published On: July 27, 2022Categories: Investing

  • Inflation Can Be Different For Those Over 62

    Data compiled by the government via the Bureau of Labor Statistics (BLS) maintains a separate tally of inflation for people over 62. The rarely heard index, known as the CPI-E, is a variation ...

    Published On: July 27, 2022Categories: Financial Planning

  • What Falling Labor Productivity Means

    The most recent data released by the Labor Department revealed the largest quarterly drop in productivity since 1947, decreasing at an annualized rate of 7.5%. The drop in productivity was concurrent with the ...

    Published On: July 19, 2022Categories: Economy

  • Yields Hold Steady Until Fed Decides

    The yield on the 2-year Treasury bond fell to 2.84% on July 1st, the biggest drop since March 2020. Yields on the 5, 10, and 30-year Treasury bonds also fell, indicative of deflationary ...

    Published On: July 18, 2022Categories: Economy, Investing

  • Inflation Varies From Country To Country In Europe

    A tremendous surge of inflation has encompassed European countries as a result of the Russian invasion of Ukraine. Essential energy and food products that have for years been imported from Russia and Ukraine ...

    Published On: July 15, 2022Categories: Economy

  • Equity Indexes Have a Rough First Half – Domestic Equity Overview

    Equity indexes have had an absolutely dreadful first half, their worst in decades. The S&P 500 Index had its worst first half in over five decades, the Dow Jones Index suffered its worst ...

    Published On: July 14, 2022Categories: Stock Market

  • Upper Earners Hold Most Savings On Hand

    Consumers are now saving less than before the pandemic, as stimulus assistance funds and generous unemployment benefits have gradually evaporated, encouraging consumers to tap their savings at an accelerating pace. The drop in ...

    Published On: July 13, 2022Categories: Consumer Behavior

  • Macro Economic Overview

    Attention has shifted from inflation to recession as housing, wages, interest rates, commodities, and consumer expenditures have all receded from their highs, an indication to economists that an economic slowdown or recession may ...

    Published On: July 12, 2022Categories: Economy