Downgrade and Chill
Moody’s just hit the U.S. with a downgrade—should you be worried? History says the real story might be what happens after the headlines fade.
Drawdown Dynamics
Stocks and bonds came under pressure earlier this year—but this week’s indicator suggests the worst of the pain might be behind us. A new bullish signal just triggered, and history shows it often shows up right as markets begin to recover.
Financial Focus – May 21st, 2025
Tax season may be over, but the planning season is just getting started. Tune in as Nate and Andy break down why the months ahead could bring big opportunities—and big changes—for your tax strategy.
Chameleon Trend
The markets have yo-yoed quite a bit this month. David Nelson shares new data showing positive momentum that hopefully results in a promising end to May.
Two Paths
The market tends to follow one of two paths—either calm and climbing, or volatile and falling. After last week, it looks like we’ve just stepped back onto the better one.