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  • Baby Boomers Have Much More At Stake Today – Demographical Overview

    Baby boomers, those of us born between 1946 and 1964, currently hold the largest share of wealth in the U.S. stock market as compared to other age groups. As the biggest investors in ...

    Published On: October 16, 2025Categories: Economy
  • Consumers Falling Behind On Loan Payments – Consumer Finances

    Financial duress among consumers nationwide is starting to appear in certain sectors and casting doubt on the endurance of consumers in coming months. An increase in delinquencies on various consumer loans including auto ...

    Published On: October 16, 2025Categories: Consumer Finance
  • Equity Indexes Advance In The 3rd Quarter – Domestic Equity Overview

    Stocks were bolstered by recent and expected Fed rate cuts, with a rally broadening from large cap stocks to mid and small cap stocks. Equities brushed off a government shutdown that started on ...

    Published On: October 16, 2025Categories: Stock Market
  • Demand For Treasuries Alter Bond Preferences – Fixed Income Update

    The premium that investors demand to hold investment-grade-rated companies’ bonds instead of Treasuries hit its lowest level since 1998. Demand for U.S. investment-grade corporate bonds increased in September, as large cap U.S. companies ...

    Published On: October 15, 2025Categories: Retirement
  • Foreigners Own Record Amount of U.S. Stocks – Equity Market Dynamics

    Foreign purchases of U.S. equities rose to a record in the second quarter of 2025, according to Federal Reserve data, with foreigner investors now holding some $18 trillion in U.S. stocks, accounting for ...

    Published On: October 14, 2025Categories: Stock Market, Uncategorized
  • The Common Occurrence Of Government Shutdowns – Fiscal Policy

    Government shutdowns have been a common occurrence over the years under most every administration. The length of the shutdowns have varied from 2 days in 1981 under President Reagan, 21 days in 1995 ...

    Published On: October 13, 2025Categories: Government/Municipal
  • Protecting Yourself From Identity Theft – Personal Finance   

    According to the Department of Justice, it is estimated that 24 million Americans will be victims of identity theft in 2025, as scams become increasingly sophisticated using old and new methods powered by ...

    Published On: October 10, 2025Categories: Consumer Finance
  • Macro Economic Overview / October 2025

    The Fed’s decision to ease rates in September may be perceived as a method to alleviate a slowing economy, not entirely a response to diminishing inflation. Markets carefully follow Federal Reserve decisions as ...

    Published On: October 9, 2025Categories: Economy
  • October 2025 / Market Indexes

    (all values as of 09.30.2025) Stock Indexes: Dow Jones 46,397 S&P 500 6,688 Nasdaq 22,660 Bond Sector Yields: 2 Yr Treasury 3.60% 10 Yr Treasury 4.16% 10 Yr Municipal 2.92% High Yield 6.56% ...

    Published On: October 8, 2025Categories: Market Index Returns
  • Top 10% of Earners Account for Half of All Spending – Demographics Overview

    Consumers in the top 10%, earning an average of $250,000 or greater per year, account for roughly 50% of all consumer spending nationwide. These consumers are spending on everything from vacations to furniture ...

    Published On: March 8, 2025Categories: Economy
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