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  • Equities Endure Volatility – Domestic & International Stock Markets

    Uncertainty with the debt ceiling created volatility in domestic equities, yet still maintained positive year-to-date returns for the S&P 500 Index and the Nasdaq. The Dow Jones Industrial Average was still -0.72% for ...

    Published On: June 22, 2023Categories: Stock Market
  • Economic Growth & Inflation Starting to Cool – Economic Environment

    Following two consecutive quarters of negative Gross Domestic Production (GDP) growth starting in 2022, the year ended with two consecutive quarters of positive growth. While 2023’s first quarter also displayed positive growth, marginal ...

    Published On: June 19, 2023Categories: Economy
  • Market Indexes

    (all values as of 05.31.2023) Stock Indexes: Dow Jones 32,908 S&P 500 4,179 Nasdaq 12,935 Bond Sector Yields: 2 Yr Treasury 4.40% 10 Yr Treasury 3.64% 10 Yr Municipal 2.62% High Yield 8.64% ...

    Published On: June 14, 2023Categories: Market Index Returns
  • Macro Economic Overview

    Congress passed legislation during last-minute negotiations to avert a default on the nation’s debt. The suspension on the U.S. government’s $31.4 trillion debt ceiling is temporary until lawmakers finalize legislation to fund ongoing ...

    Published On: June 12, 2023Categories: Economy
  • Why Headline Inflation & Core Inflation Differ – Inflation Overview

    Following historically high inflation throughout 2022, we have now had nine consecutive months of decreases in the Consumer Price Index (CPI), which has driven inflation to its lowest level since May 2021. Inflation ...

    Published On: May 19, 2023Categories: Economy
  • Smaller Banks’ Exposure To Commercial Real Estate – Banking Sector Update

    The commercial real estate market, over the past three years, has struggled with a critical factor that is vastly changing the security it previously held. Following the pandemic, there has been a massive ...

    Published On: May 18, 2023Categories: Economy
  • Senior Citizen Scams on The Rise – Retirement Awareness

    While fraud, in general, has been significantly increasing in recent years, people ages 60 and above have become major targets of fraud. Amidst changing technological advancements, an increasing number of schemes are being ...

    Published On: May 12, 2023Categories: Retirement
  • Self-Employed Workforce Is Still an Expanding Trend – Labor Market Overview

    While millions of workers were suddenly faced with unemployment at the spark of the COVID-19 Pandemic, a shift to remote work has shown ripple effects throughout the labor market. One of the primary ...

    Published On: May 11, 2023Categories: Economy
  • More Banks Are Borrowing from The Fed – Monetary Policy Update

    Widespread uncertainty and difficulties remain persistent for numerous banks, especially smaller regional banks. As investors’ trust in banks has recently fallen, depositors have withdrawn funds nationwide. The broad level of withdrawals has led ...

    Published On: May 10, 2023Categories: Economy
  • Fixed Income

    As expected, the Federal Reserve announced the execution of its final rate increase in early May. Bond markets reacted with lower long-term yields as the Fed’s next move is projected by some analysts ...

    Published On: May 9, 2023Categories: Budgeting, Economy, Financial Planning
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