Sell in May?

Sell in May?

Should you sell in May and go away? Recent history suggests—probably not. Check out this week’s commentary to see why the trend, breadth, volume, and sentiment all suggest the bulls are gaining ground.

The World Turns

The World Turns

  One of the more interesting developments this year is the strength in international stocks. For a long time, they’ve trailed the U.S., often by a wide margin. When it came to international diversification, many investors asked themselves: why bother? But...
A Shot of Strength

A Shot of Strength

  After a rocky few months to start the year, we finally got some good news a few weeks ago: a global breadth thrust. What’s that? Simply put, it’s when a big chunk of global stocks all start moving higher at the same time—and in a relatively short period. In the...
Financial Focus – April 30th, 2025

Financial Focus – April 30th, 2025

This week on Financial Focus, Nate and Mike explain how retirees can make the most of charitable giving through smart tax strategies—like donating directly from IRAs after age 70½ or using donor-advised funds before then. If you’re already giving, these tactics can help you give more without paying more.

The “Sell America Trade”

The “Sell America Trade”

We have seen considerable movement in the markets lately—especially in currencies and interest rates. David Nelson joins us to discuss data showing a rare event… the U.S. dollar appearing to lose appeal with global investors.