Blog

Hello and welcome to our Blog Page. While we will make every attempt to post about interesting content in the Financial World, we also want to make sure to provide you with interesting content that helps you in everyday life. I hope you enjoy the content and we certainly appreciate your time. Stay tuned!

Monday, October 23, 2023

Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. The Dow Jones Industrial Average sank 1.61%, while the...

Monday, October 16, 2023

Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The Dow Jones Industrial Average gained 0.20%, while the Standard & Poor’s 500 rose 0.45%. But the Nasdaq...

Friday, October 6, 2023

Mortgage rates hit a 23-year high Francis Scialabba The good news: You’re seeing fewer “We did a thing!” posts from high-school acquaintances holding shiny new house keys. The bad news: You’re probably not...

Tuesday, September 26, 2023

Whatever you call it, stash, cabbage, petty cash, etc., it is a good idea to have some mullah for the what-if scenarios. Here is an article in the WSJ that discusses what amount is appropriate.  HOW MUCH SHOULD I KEEP IN THE HOUSE

Tuesday, September 26, 2023

Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%...

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Monday, August 28, 2023

Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...

Monday, August 21, 2023

Nobody ever said you have to like a pullback in stock prices. But it's critical to understand 1) why they happen and 2) why they are challenging. A pullback is considered a moderate drop in prices from recent peaks that occur within a...

Monday, August 14, 2023

Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. The Dow Jones Industrial Average added 0.62%, while the Standard & Poor’s 500...

Monday, August 7, 2023

Stocks retreated last week as bond yields increased following the Treasury's announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. The Dow Jones...

Monday, July 31, 2023

A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. The Dow Jones Industrial Average advanced 0.66%, while the Standard &...

Thursday, July 27, 2023

Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments.  The Dow Jones Industrial Average rose 2.08%, while the...

Thursday, July 27, 2023

Sometimes, a picture is worth 1,000 words. So I decided to include an image of the June Consumer Price Index (CPI) report to help put inflation in better perspective: Core CPI, which excludes volatile food and energy prices, rose just...

Monday, July 17, 2023

Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. The Dow Jones Industrial Average rose 2.29%, while the Standard &...

Monday, July 10, 2023

Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading.The Dow Jones Industrial Average lost 1.96%, while the Standard & Poor’s 500 retreated 1.16%. The Nasdaq Composite index...

Monday, June 26, 2023

Stocks took a breather last week as investors digested the previous week’s surge and the month-to-date solid gains.The Dow Jones Industrial Average lost 1.67%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq...

Monday, June 12, 2023

A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark.The Dow Jones Industrial Average gained 0.34%, while the Standard & Poor’s 500 added 0.39%. The Nasdaq Composite...

Sunday, June 4, 2023

As an economist comparing the Federal Reserve and the Treasury Department, it's essential to understand their respective roles and functions within the United States government. The Federal Reserve, often referred to as the Fed, is the...

Monday, May 22, 2023

Stocks rallied last week, propelled by growing optimism over reaching a deal on raising the debt ceiling and avoiding a technical debt default by the U.S.The Dow Jones Industrial Average edged 0.38% higher, while the Standard &...

Friday, May 19, 2023

Dude, Where's my Social Security Check?

Monday, May 15, 2023

Stocks were mixed last week as good inflation news was offset by mounting debt ceiling concerns and rekindled regional banking fears.The Dow Jones Industrial Average lost 1.11%, while the Standard & Poor’s 500 slipped 0.29%. The...

Monday, May 15, 2023

Would it surprise you to hear that investors have moved past worrying about inflation? They have, at least for now.Wall Street has shifted its attention to Washington’s budget negotiations and how the debt ceiling will be...

Monday, May 8, 2023

A Friday rebound, triggered by a big tech company’s earnings beat and a strong jobs report, shaved much of the week’s accumulated losses.The Dow Jones Industrial Average fell 1.24%, while the Standard & Poor’s 500...

Tuesday, April 18, 2023

Today is tax day in the United States and I don't know about you but when I write a check I like to know to who I am giving my money. Sure the Payee is the Internal Revenue Service, but who is this Uncle Sam fella? Funny you should ask...

Sunday, April 9, 2023

How much money should I have in case of an emergency? It depends.....let's talk.

Monday, March 20, 2023

Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector.The Dow Jones Industrial Average was...

Friday, February 24, 2023

A tax-efficient retirement withdrawal strategy can help you maximize the after-tax income you receive during retirement. Here are some tips for a tax-efficient retirement withdrawal strategy:Understand how taxes will affect your...

Friday, February 24, 2023

Retirement spending timeline refers to planning and organizing your finances during retirement. It involves determining how much money you need to save and invest during your working years to ensure that you have enough income to...

Monday, December 5, 2022

Have you enrolled in Medicare, or are you considering it? If so, you should know that anyone who receives Medicare is eligible to receive Medicare Part D prescription drug coverage.However, if you don’t enroll for that coverage...

Monday, August 8, 2022

Monday, August 8, 2022

More Green to Go Green