Rates Fluctuate In January - Fixed Income Overview

Bond yields moved lower in late January as the threat of the Chinese coronavirus influenced a shift from stocks to bonds. Read more

Stocks Move Higher Early In Year - Equity Market Review

The Dow Jones Industrial Index closed above 29,000 for the first time ever in mid-January as equities excelled, but then pulled back from record levels at month’s end. Read more

Macro Overview - February 2020

Amid uncertainty surrounding the spread of the coronavirus throughout China and internationally, global equity and bond markets reacted to supply chain disruptions and factory closures. Read more

Baby Boomers Working Past Retirement

This year, the youngest baby boomers are now 55 and the oldest are 73, according to the Bureau of Labor Statistics. Read more

Equity Markets Advance in the 3rd Quarter

Despite ongoing trade tensions and concerns about a slowing economy, U.S. equities excelled in the third quarter, with technology, consumer staples, and utilities as the leading sectors for the S&P 500 Index. Read more

Stretch IRA Rules May Change

Rules surrounding the distribution of funds from an Inherited IRA may change due to new rules being imposed. Read more

Macro Overview - October 2019

A proposed tariff increase on goods imported from China was delayed from October 1st to October 15th. Read more

China No Longer Biggest Trade Partner With U.S.

The United States maintains a favorable trading relationship with many countries all over the world, yet only a handful encompass the bulk of all trading activity. Read more

U.S. Recessions - Historical Note

Historians and economists claim that there have been 47 recessions in the United States dating back to the Articles of Confederation, which was ratified in 1781. Read more

Social Security Scams

An increase in fraudulent calls from people claiming to be from the Social Security Administration have taken different forms with the intent to obtain sensitive information. Read more

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