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Economy

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State taxability of pension and retirement plan income

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State taxability of social security income

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Bull markets for value or growth have persisted for long periods of time since 1979

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Duration: Is it worth owning fixed income?

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Bloomberg world bond indices

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US interest rate tightening cycles, 1972-2022

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What home can you afford with a $2,500 monthly mortgage payment, a 20% down payment, & average 30Y mortgage rates

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Market inflection points, recessions and the unemployment rate since 1960

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Length of expansions and recessions since 1921 and the length and severity of recessions since 1910

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S&P 500, 10-year treasury, and 3 month T-bill returns and inflation rate of periods 1977-1999 and 2000-2022

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