Jenny Plaugher, Author at PlanRock

Stocks Finish 2023 On A Positive Note – Global Equity Review
Major global equity indices experienced a reversal in performance towards the end of 2023 relative to earlier in the year. Domestic indices including the Dow Jones Industrial Index and the S&P 500 Index, ...

Published On: January 11, 2024Categories: Stock Market
Year-End Tax Planning Activities – Tax Planning Overview
As year-end approaches, the importance of gathering necessary tax items is essential. Even though not much may have changed since 2023, it is always clever to have accurate estimates and tax items prepared ...

Published On: December 22, 2023Categories: Taxes
IRS Tax Rates & Limits For 2024 – Tax Planning Update
Update IRS limits and rates for tax year 2024 apply to income tax returns filed in 2025. Tax items for tax year 2024 affecting most taxpayers include the following: Standard Deduction: for married ...

Published On: December 21, 2023Categories: Taxes
Why Gas Prices Rise Faster Than They Fall – Commodities Review
Consumers nationwide are frustrated at gasoline pumps as prices have leaped much more quickly than they have dropped. As the drop in gas prices has afforded more discretionary spending for consumers, it now ...

Published On: December 20, 2023Categories: Economy, Travel
Bond Yields Fall As Bond Prices Rise In November – Fixed Income Update
Bond prices rose in November with Treasury and corporate bonds posting record gains. The resulting drop in bond yields was encouraging for the overall market as the expectations of possible Fed rate cuts ...

Published On: December 19, 2023Categories: Bond Market
Equity Indexes Appreciate In November As Rates Fall – Equity Market Overview
Equity indexes advanced in November as expectations that the Fed has ceased rate hikes with the possibility of rate reductions as early as March 2024. International and domestic indexes climbed as optimism for ...

Published On: December 18, 2023Categories: Economy, Stock Market
Why Cash Isn’t Going Away Anytime Soon – Currency Overview
With the onslaught of popular electronic payment methods, cash still continues to be a primary payment method of choice. The average person still uses cash for transactions every month and in some cases ...

Published On: December 13, 2023Categories: Economy
Macro Economic Overview / December 2023
Global markets shifted positively in November as the Federal Reserve signaled that further rate hikes were less likely as economic conditions and inflation cooled. Stocks and bonds both advanced in November, following the ...

Published On: December 12, 2023Categories: Economy
Market Indexes December 2023
December 2023 / Market Indexes (all values as of 11.30.2023) Stock Indexes: Dow Jones 35,950 S&P 500 4,567 Nasdaq 14,226 Bond Sector Yields: 2 Yr Treasury 4.73% 10 Yr Treasury 4.37% 10 Yr ...

Published On: December 11, 2023Categories: Market Index Returns
Yields Hit Highs Then Reverse In October – Fixed Income Review
Yields on long-term Treasury bonds fell at the end of October as the Fed, the European Central Bank (ECB), and the Bank of England all held rates steady. Many analysts expect to see ...

Published On: November 22, 2023Categories: Bond Market, Retirement

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