Visual Capitalist: Where Each U.S. State Gets Its Tax Revenue From
How the 50 States Generate Their Tax Revenue Key Takeaways Property taxes are the largest individual tax category in 25 states, including Florida, Texas, and New York. Washington collects nearly half of its combined state and local tax revenue from general sales and gross receipts taxes. Delaware stands out for license taxes, reflecting its role […]
John Hancock: Weekly Market Recap Week Ended October 23
Sub 5.00% yield The recent bond market sell-off continued to ease as the yield of the 10-year U.S. Treasury slipped below 5.00% on Thursday for the first time in about a month before inching higher and closing right at that threshold on Friday. As recently as October 5, the yield peaked around 5.34%, the highest […]
Connect With The E-Valuator Team at Schwab IMPACT 2026 — Booth 1402
October 27, 2026 The E-Valuator team is excited to be attending Schwab IMPACT 2026, October 27–29, in Boston, Massachusetts! As one of the leading conferences for independent Registered Investment Advisors (RIAs), Schwab IMPACT brings together financial professionals, industry experts, and innovative solution providers to explore new ideas, strengthen relationships, and discover opportunities to grow their […]
LPL: Bull Markets That Last Four Years Typically Last Five
Can the Bull Market Keep Going? History Offers Some Encouragement The current bull market has reached an important milestone, celebrating its fourth anniversary on October 12, 2026. Despite economic uncertainty, inflation concerns, higher interest rates, and geopolitical challenges, U.S. stocks have continued to deliver strong returns. Since the market bottomed in October 2022, the S&P […]
Visual Capitalist: The Credit Rating Agencies Which Price The World
Who Controls the Credit Ratings That Shape Global Bond Markets? Credit ratings play an important role in financial markets, helping investors evaluate risk and influencing the cost of borrowing for businesses and governments. Yet much of this influence is concentrated among just three companies. According to an October 2026 report from Visual Capitalist, S&P Global […]
John Hancock: Weekly Market Recap Week Ended October 16
Earnings kickoff Overall earnings expectations were modestly scaled back after mixed results came in from the major U.S. banks that opened earnings season. As of Friday, analysts projected that third-quarter earnings for companies in the S&P 500 rose 29.0%, down from a forecast of 29.4% a week earlier, according to FactSet. Such an outcome would […]
Franklin Templeton: Bond Market Blues – Real or Inflationary?
Rising Bond Yields: What’s Driving the Increase and What It Means for Investors October 15, 2026 U.S. Treasury yields have been climbing, raising questions about what higher interest rates could mean for the stock market and the broader economy. While rising yields often bring concerns about inflation, the latest increases appear to be driven by […]
Visual Capitalist: U.S. States With The Highest Tax Burden In 2026
Where you live can have a significant impact on your finances, and state taxes are an important part of that equation. From income and property taxes to sales taxes, the amount residents pay varies considerably across the country. A recent analysis published by Visual Capitalist highlights the differences in state and local tax burdens across […]
John Hancock: Weekly Market Recap Week Ended October 9
Elevated earnings Wall Street analysts maintained high expectations as major U.S. banks prepared to open quarterly earnings season. As of Friday, analysts surveyed by FactSet were forecasting an average third-quarter earnings growth rate of 29.6% for companies in the S&P 500. Such an outcome would mark the third consecutive quarter of earnings growth exceeding 25%. […]
John Hancock: When Value Starts Looking More Like Growth
Growth vs. Value: Why Traditional Investment Categories Are Changing The 2026 Russell index updates reveal an important shift in how stocks are classified, raising new questions about portfolio diversification and investment strategy. For decades, investors have relied on growth and value investing as two distinct approaches to building diversified portfolios. Growth stocks have traditionally represented […]