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.
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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, ...
Macro Economic Overview
Attention has shifted from inflation to recession as housing, wages, interest rates, commodities, and consumer expenditures have all receded from ...
Market Indexes July 2022
July 2022 / (all values as of 06.30.2022) Stock Indexes: Dow Jones 30,775 S&P 500 3,785 Nasdaq 11,028 Bond Sector ...
Rates Held Steady In May – Fixed Income Review
Short term and long term Treasury bond yields fell moderately in late May, known as a shift down in the ...
Earnings Come Into Focus – Domestic Equity Update
The Wilshire 5000 Total Market Index, which includes every publicly traded U.S. company, has lost roughly $10 trillion in value ...
Credit Usage Heading Higher – Consumer Credit
As pandemic assistance funds vanish, consumers are turning to savings and credit to pay for essentials. With many consumers having ...