• New Home Sales Grow as Existing Home Sales Drop

    With hiking mortgage rates and historically high home prices, home sales have seen tumultuous recent months as the supply and demand for houses fluctuate. Recent data show that pending home sales are declining, […]

    Published On: July 19, 2023Categories: Debt/Mortgage/Liabilities

  • Fed Continues Rate Hikes – Fixed Income Overview

    Continuing inflation concerns have led the Fed to raise rates as the bond market grapples with the increases. Short-term bond yields have risen relative to long-term bond yields as expectations are that interest […]

    Published On: July 18, 2023Categories: Retirement

  • Equity Volatility Increases – Domestic Stocks Overview

    Many analysts view the recent rise in equities as a momentum rally, meaning that only a few companies have been leading the overall rise in the market. Earnings are becoming extremely critical as […]

    Published On: July 17, 2023Categories: Stock Market

  • Consumers Still Spending Amid Inflation

    Consumer sentiment and spending have remained fairly consistent in recent months. Despite a dip in summer 2022, current consumer sentiment is at a similar level to its values before elevated inflation levels evolved. […]

    Published On: July 14, 2023Categories: Consumer Behavior

  • America is Getting Older – Demographics

    The average age in the U.S. increased to a historic high in 2022, rising 0.2 years between 2021 and 2022 to reach a median of 38.9 years old. The average age has been […]

    Published On: July 13, 2023Categories: Economy

  • Macro Economic Overview

    Equity markets reacted to uncertainty in June as major indexes saw an increase in volatility. Earnings continue to be a critical focal point as companies struggle to maintain elevated prices while consumer confidence […]

    Published On: July 12, 2023Categories: Economy

  • July 2023 (all values as of 06.30.2023)

    Stock Indexes: Dow Jones 34,407 S&P 500 4,450 Nasdaq 13,787 Bond Sector Yields: 2 Yr Treasury 4.87% 10 Yr Treasury 3.81% 10 Yr Municipal 2.55% High Yield 8.35% YTD Market Returns: Dow Jones […]

    Published On: July 10, 2023Categories: Market Index Returns

  • U.S. Jobless Claims on Uptrend – Employment Market Overview

    Signs of a cooling economy are beginning to radiate throughout the labor market, which saw its highest level of weekly initial jobless claims since October 2021. While unemployment remains fairly low, this is […]

    Published On: June 30, 2023Categories: Economy

  • Recent History of the Debt Ceiling – Fiscal Policy

    In the decades following World War II, the U.S. has seen its debt level steadily increase as the government has faced growing financial commitments. More recently, however, government debt has been expanding at […]

    Published On: June 29, 2023Categories: Economy

  • Paper Check Fraud on The Rise – Consumer Awareness

    Despite electronic deposits and checks on the rise, paper checks remain an extremely common way to pay expenses such as rent, utilities, donations, and taxes. However, fraud is increasingly targeting paper checks, raising […]

    Published On: June 28, 2023Categories: Consumer Behavior