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  • 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 the most recent previous highs in 2001. Federal Reserve data revealed that homeowners ...

    Published On: December 12, 2020Categories: Debt/Mortgage/Liabilities, Economy, Housing Market
  • 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 Medicare coverage. The Open Enrollment Period for 2021 coverage is from  November 1, ...

    Published On: December 10, 2020Categories: Consumer Behavior, Consumer Health, Financial Planning
  • 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: 2 Yr Treasury 0.16% 10 Yr Treasury 0.84% 10 Yr Municipal 0.71% High ...

    Published On: December 5, 2020Categories: Bond Market, Market Index Returns, Stock Market
  • 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 yield on the 10-year Treasury bond rose from 0.69% in September to 0.88% ...

    Published On: November 23, 2020Categories: Bond Market
  • 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 equities declined in October as earnings became more of a concern among companies ...

    Published On: November 23, 2020Categories: Consumer Behavior, Economy
  • 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 of the pandemic in March. Economists believe that the rise can be construed ...

    Published On: November 23, 2020Categories: Economy
  • 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. The Organization for Economic Cooperation and Development (OECD) tracks the issuance of new ...

    Published On: November 23, 2020Categories: Consumer Behavior, Economy
  • 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 X, and Millennials. The data is revealing that the millennial generation, born between ...

    Published On: November 23, 2020Categories: Consumer Behavior, Economy
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