Blog


Rates Remain Stable

Posted on May 24th, 2019

Rates Remain Stable
Rates stabilized in April as government and corporate sectors saw a gradual increase in yields. Analysts and economists view a slight increase in rates following a sharp decrease in yields, as a form of stabilization in the fixed income markets. The Fed consoled markets with a hold-and-wait stance as it announced no change in short-term […]

Technology & Financials Lead In April

Posted on May 21st, 2019

Technology & Financials Lead In April
Domestic and foreign equity indices rose in April as rates stabilized and earnings for most companies were as expected or better. Some analysts were perplexed as the leading sectors in April were information technology and financials, contributing over half of the S&P 500 Index 4.05% return for April. Earnings and optimism surrounding the trade discussions […]

May 2019 State of the Market

Posted on May 20th, 2019

May 2019 State of the Market
May Market Performance While April saw an easing of many investor concerns over the economy, May reignited volatility with market disappointment in the fed and a ratcheting up of trade tensions between the US and China. With the major equity indices at or near all time highs at the beginning of the month, these unwelcome […]

April 2019 Fund Performance Report

Posted on May 17th, 2019

April 2019 Fund Performance Report
April Market Performance The stock market coasted higher throughout April, hitting a high point by month’s end where the S&P 500 briefly eclipsed its all time high, and marking a full recovery since the downturn started last September. The return to these all time highs was driven by consistently positive news that alleviated economic concerns […]

45% of Americans Pay No Federal Income Tax

Posted on May 14th, 2019

45% of Americans Pay No Federal Income Tax
Income disparity has been a growing concern for politicians and activist groups for some time; At the same time, those that earn higher incomes do pay a majority of taxes. An estimated 76.4 million Americans, identified as households, paid no federal income tax for tax year 2018. The non-partisan, non-profit tax group known as The […]

How To Check On Your Refund Status

Posted on May 13th, 2019

How To Check On Your Refund Status
According to the IRS, as of April 19th, the agency had issued over 95 million tax refunds worth more than $260 billion. The average refund so far through mid-April is $2,863, slightly less than the average refund from last year. The majority of taxpayers getting a refund are doing so through direct deposit, which accounts […]

May 2019 Economic Snapshot

Posted on May 10th, 2019

May 2019 Economic Snapshot
The tranquility that fell upon markets as volatility receded in April has been interrupted by a return of uncertainty surrounding trade negotiations between China and the United States. Incomplete trade discussions with China are still a threat to global markets as an agreement regarding tariffs and intellectual property rights has yet to be finalized. U.S. […]

Protecting Yourself From Identity Theft

Posted on May 7th, 2019

Protecting Yourself From Identity Theft
According to the Department of Justice, over 17 million U.S. residents are victims of identity theft every year. This number is frightening enough to those of us who haven’t been victims, but for those who have been, it’s even more frightening. With more and more of us spending time online for shopping, banking and keeping […]

Is Remodeling Your Home a Good Investment?

Posted on May 6th, 2019

Is Remodeling Your Home a Good Investment?
When you consider your investment opportunities, do you think about your house, too? Many homeowners take on remodeling projects with the goal of increasing the value of their property. Does every big project necessarily yield an ROI, however? What about smaller upgrades? Whether you plan to sell soon or in a few years, here’s what […]

2018 Saw An Increase In Striking Workers

Posted on May 3rd, 2019

2018 Saw An Increase In Striking Workers
As occupations and trades evolved over the decades in the United States, so have the workers that have been on strike. The Bureau of Labor Statistics monitors and tracks the number of idle workers on strike nationwide, known as work stoppages. For over 200 years, strikes in the United States have usually evolved from a […]

1 2 3 46
Top