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  • 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
  • Estate Tax Exemption On Track To Decrease In 2026 – Estate Planning

    Estate tax exemptions began with the Revenue Act of 1916, which imposed a transfer of wealth tax on the estate of any deceased U.S. citizen valued above a certain amount at the time ...

    Published On: November 21, 2023Categories: Financial Planning, Retirement
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