The Fed Hikes Rates 4 Times In 2023 – Bond Market Overview
The Federal Reserve raised rates eleven times between 2023 and 2022, increasing the Fed Funds rate from 0% at the [...]
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. [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]