Articles & Commentary
Please choose any of the following articles below that interest you. Each article is listed under the month it was written. Articles written in prior months may still have educational interest.
Yields Continue To Move Upward – Fixed Income Update
Yields rose across all fixed income sectors, with the 10-year Treasury yield reaching 1.74% as of March 31st, the highest [...]
Markets Gained On Optimism – Equity Overview
Optimism deriving from continuing fiscal and monetary stimulus efforts in addition to vaccination progress, drove equites higher in the first [...]
What The Top 1% Really Owns – Demographics
Wealth, as measured by assets owned by individuals among all income brackets, surprisingly is not as perceived by most. Federal [...]
Stimulus Bill Provisions For Individuals – American Rescue Plan Act of 2021
Economic Impact Payment (EIP) of $1400 per individual with an Adjusted Gross Income (AGI) of up to $75,000 based on [...]
Where Anticipated Tax Hikes May Hit – Tax Planning
While the three stimulus programs amount to over $4.5 trillion were mostly funded by government debt, the recently introduced $2.25 [...]
Loans May Be Easier To Qualify For As Mortgage Rates Rise
Rising mortgage rates since the beginning of the year have slowed mortgage applications down. Should employment conditions improve allowing more [...]
Macro Economic Overview
The prospect of resurgent inflation has developed into a growing concern for markets globally. Some believe that current inflationary pressures [...]
April 2021 Market Indexes (all values as of 03.31.2021)
Stock Indexes: Dow Jones 32,981 S&P 500 [...]
Yields Approach An Inflection Point
Despite a sell off in equity markets towards the end of February, equity indexes managed to post a gain for [...]
Taxpayer Scam During Tax Time
The IRS has issued an alert regarding scam phone calls directly to taxpayers nationwide. The calls may be in person [...]
Misleading Increase In U.S. Incomes – Government Reporting
Data released by the Commerce Department showed that personal income for Americans rose 10% in January, the largest increase in [...]
Food Prices On The Rise – Consumer Inflation
The price of food, from oranges to eggs to meat, increased at an annual rate of 3.9% in 2020 according [...]