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.
Americans Tapping Savings
As store and restaurant closures prompted consumers nationwide to stay home last year during the height of the pandemic, consumers ...
How To Check On Your Social Security Benefits Before Retiring
As retirement approaches, estimating income for the retirement years is critical in planning for living and leisure expenses. It is ...
Demand Drives Natural Gas Prices Higher – Energy Update
Natural gas prices soared to levels not seen since 2008 as increased demand and limited supply have pushed prices to ...
Hybrid Auto Sales Continue To Grow – Auto Industry Overview
The adoption of hybrid and electric cars worldwide has been a trend for years, with limited options from only a ...
Median Household Income Drops October 2021
The median household income fell in 2020 for the first time since 2014, according to the most recent Census Bureau ...
Rates Head Higher – Fixed Income Overview
Rates moved slightly higher in September as markets look to the Fed for indications of a taper. Yields on government, ...
Volatility Returns As Uncertainty Prevails
Volatility returned in September to U.S. and international equities as central bank stimulus efforts are expected to start unwinding by ...
How The Debt Ceiling Came About
Formally known as the statutory debt limit, the United States debt ceiling or debt limit is a legislative restriction on ...
Macro Economic Overview
A Congressional standoff surrounding raising the debt limit led to increased market volatility as a political debate lingered. Impasses regarding ...
Market Indexes October 2021
October 2021(all values as of 09.30.2021) Stock Indexes: Dow Jones 33,843 S&P 500 4,307 Nasdaq 14,448 Bond Sector Yields: 2 ...
Government Subsidy Benefits Overview
The U.S. Department of Agriculture announced that the Supplemental Nutritional Assistance Program (SNAP), also known as food stamps, will increase ...
Conversion of Traditional IRA to ROTH
Example # 1 - Full Conversion Harold has two IRA accounts. One is a contributory IRA and the other is ...
