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 – December 2020
Equity markets responded positively to news that the availability of vaccinations was imminently close. Major equity indices reached new highs ...
Rates Rise Slightly In November – Fixed Income Update
Rates rose slightly in November, with the benchmark 10-year treasury bond yield approaching levels not seen in nearly six months. ...
New Free Trade Agreement Doesn’t Include U.S. – Global Trade
For months, even before the onset of the COVID-19 pandemic in March, several countries were busy assembling trade agreements in ...
Homeowner Equity Reaches New Highs – Housing Market Update
Homeowner equity as a percentage of home values reached an all time high in the 2nd quarter of 2020, surpassing ...
Medicare Coverage Heading Into 2021 – Retirement Planning
With open enrollment upon us, millions of Americans will be deciding on which, if any, changes to make to their ...
Market Indexes December 2020
December 2020 (all values as of 11.30.2020) Stock Indexes: Dow Jones 29,638 S&P 500 3,621 Nasdaq 12,198 Bond Sector Yields: ...
Markets Head Higher in November – Equity Market Overview
The combination of a finalized election, effective vaccine trials, and positive earnings from various sectors, drove equity indices higher in ...
Election Results May Affect Rates – Fixed Income Update
Interest rates gravitated slightly higher in October, driven by the anticipation of eventual inflation, and growing federal debt levels. The ...
Uncertainty From Presidential Race Drove Volatility In October – Equity Overview
U.S. equities zigzagged throughout October as uncertainty surrounding the election and a second stimulus package instilled volatility. Global developed market ...
The Reemergence of Stagflation – Economic Trends
Recent government data that tracks inflation, known as the Consumer Price Index (CPI), has been rising steadily since the onset ...
International Migration Plummets – International Dynamics
International migration plunged 46% over the past year as the pandemic has hindered mobility for millions of migrant workers worldwide. ...
Millennials Lagging Relative To Their Parents & Grandparents – Demographics
The Federal Reserve tracks and compiles data on all of the generational members which include the Silent, Baby Boomer, Gen ...
