Financial Focus – May 17th, 2023

Financial Focus – May 17th, 2023

Don’t miss out on this week’s Financial Focus, as Nate Kreinbrink teams up with Andy Fergurson to delve into the realm of taxes. Join them as they explore topics such as checking refunds, the impact of tax law changes on withholdings, and valuable insights to navigate the ever-changing tax landscape.

Stumbling Block

Stumbling Block

OVERVIEW   The U.S. stock market had another mixed week. While the tech-heavy Nasdaq rose 0.4%, the S&P 500 dropped 0.29% and the Dow fell 1.11%. Among different stock categories, small-cap stocks had the poorest performance, dropping approximately 1.7% for...
Sell in May and Walk Away

Sell in May and Walk Away

  There’s an adage on Wall Street that goes something like, “Sell in May and walk away.” It refers to the stock market’s tendency to underperform for the six calendar months of May through October and outperform from November through April. Just how big is the...
Your Friend the Trend

Your Friend the Trend

  A lot of investing success comes from being able to stay on the right side of a trending market. This principle is encapsulated by the industry phrase “Keep the trend your friend.” In other words, it’s not a good idea to fight your friend, and it’s...