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.
Verifying RMDs – Year End Tax Planning
With the end of the year approaching, it is important to be certain that all required minimum distributions (RMDs) have ...
Macro Economic Overview / December 2024
Financial markets and analysts are anxiously awaiting cabinet and agency appointees by the incoming administration, which shape policy and the ...
Typical Homebuyers Are Getting Older – Housing Market Overview
The age of a typical homebuyer in the U.S. jumped to an all time high of 56 in 2024. Data ...
Rates Becoming More Contingent On Data – Fixed Income Update
Treasury yields fell following the nomination of Scott Bessent as Treasury Secretary, who is a proponent of reducing federal debt ...
FEMA Strains From Natural Disasters – Government Program Update
Following a multitude of natural disasters over the past few years, FEMA has been under increasing strain to make payouts ...
Optimism Elevates Equity Indexes – Domestic Stock Overview
Equity markets reacted to election results as expectations rose that deregulation and corporate tax cuts would be part of the ...
Where Taxes May Head & The Future of The Tax Cuts and Jobs Act – Tax Policy
What taxes may look like heading into 2025 will be a challenge for individual taxpayers. The Tax Cuts and Jobs ...
Subscription Cancellations Are Now Easier Due To New FTC Rule – Regulations
In order to address the difficulty and annoyance of canceling unwanted subscriptions and memberships, the Federal Trade Commission (FTC) adopted ...
Largest Hurricane Losses – Insurance Overview
As flood waters recede in the south and eastern seaboard states, Hurricane Helene is on track to be one of ...
Long Term Yields Rise Leading Up To Election – Fixed Income Update
Anticipation of economic growth policies proposed during the campaign, prompted the possibility of elevated inflationary pressures, driving bond yields higher. ...
Markets React To Post Election Results – Domestic Equity Overview
The S&P 500 Index had its best post-election day in history, rising 2.5% on November 6th. The expectation of deregulation ...
Why Consumer Confidence Is Falling – Consumer Behavior
Jobs and income weigh heavily on consumer confidence, as the ability to pay essential expenses have become more burdensome for ...
