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.
Macro Economic Overview
Inflation worries persisted in February as government data revealed stubbornly elevated prices for food and energy. As a result, the ...
March 2023 Market Indexes
(all values as of 02.28.2023) Stock Indexes: Dow Jones 32,656 S&P 500 3,970 Nasdaq 11,455 Bond Sector Yields: 2 Yr ...
U.S. Inflation Cools While Global Inflation Persists – Global Inflation Trends
Following 40-year highs in inflation, the Fed’s aggressive rate hikes and a slowing economy have begun cooling inflation. For the ...
The Inflation Reduction Act
The Inflation Reduction Act (IRA) passed by Congress in 2022 may have opened a unique opportunity to lessen the burden ...
Shipping Costs Fall From Historic Highs – International Trade
In late 2021, post-pandemic shipping costs skyrocketed, forcing the prices of containers to become unaffordable for many businesses that rely ...
SECURE Act 2.0’s Benefits ROTH IRAs & 529 Savings Plans – Financial Planning
The SECURE Act 2.0, passed by Congress on December 29 as part of a new 1.7 trillion spending bill, instituted ...
Refilling Depleted Oil Reserves from Four Decade Lows – Oil Industry Update
As a result of surging fuel costs reflective of OPEC constraints and the Ukraine war, the U.S. government withdrew over ...
Major Equity Indexes Post Gains So Far This Year – Domestic Equity Overview
Major equity indexes were positive year to date at the end of January, with the S&P 500 index up 6.18% ...
Macro Economic Overview
Inflation became less of a concern in January as the most recent data revealed six consecutive months of falling prices. ...
Job Openings Are Decreasing – Labor Market Update
With looming recessionary pressures throughout 2022, many corporations reversed their 2021 hiring frenzies. Instead, companies have been opting to slow ...
Demand For Bonds Rose in January – Fixed Income Review
Demand for bonds is increasing as investors have a seemingly endless appetite for debt amid signs inflation is cooling and ...
Home Sales Fall Across the Nation – Housing Update
Following seven consecutive quarters of double-digit increases in the median sales price of American homes, pending home sales have reached ...


