Blog

Happy Place

Happy Place

Wall Street is in its happy place: stocks are surging, shoppers are spending, and the Fed is playing nice. But history warns that after a year of soaring records, the market’s next act might not be as cheerful—find out why in this week’s commentary!

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Pump Relief

Pump Relief

  This week’s chart delivers some great news for drivers and shoppers alike: gas prices are dropping! According to data from the American Automobile Association, the national average price of regular unleaded gasoline has dipped to nearly $3 per gallon, the...

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Bull Market Pillar

Bull Market Pillar

  This week’s indicator is the cornerstone of the current bull market in stocks.  But first, I’ll explain what it does. In essence, the indicator monitors shifts in interest rates to signal stock market trends.  Specifically, it focuses on changes in the yield of...

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Financial Focus – December 4th, 2024

Financial Focus – December 4th, 2024

Check out this week’s episode of Financial Focus, where David Nelson dives into how NelsonCorp helps retirees and pre-retirees tackle Medicare enrollment, tax preparation, and retirement income planning. He also shares insights on the stock market’s strong performance, the impact of a rising dollar, and how the firm is giving back to the community with holiday toy and food drives.

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No Lows, No Bear

No Lows, No Bear

Bear markets need new lows, but right now, they’re nowhere to be found. This week’s commentary dives into a key signal that’s missing from the market—and why soaring investor optimism might still call for caution.

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Peak Confidence

Peak Confidence

  Americans are feeling confident in the stock market—and then some.  As this week’s featured chart above shows, 56% of U.S. consumers now believe stock prices will rise in the next year, according to the Conference Board.  This surge in optimism is the highest...

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Greenback Gains

Greenback Gains

  The U.S. dollar has been in the news a lot lately. If you haven’t noticed, the greenback has been flexing its strength against other major currencies. So, this is a great time to introduce this week’s indicator: the MSCI U.S. Relative Strength vs. U.S. Currency...

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Financial Focus – December 4th, 2024

Financial Focus – November 27th, 2024

This week’s Financial Focus delves into timely tax topics, highlighting changes like the upcoming implementation of 1099-K forms for Venmo and PayPal users, and the importance of reporting sports gambling income accurately. The discussion emphasizes proactive tax management and preparation, especially as year-end filing deadlines approach.

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Risky Debt Rising

Risky Debt Rising

There is no shortage of data on economic sentiment these days. James Nelson joins us to share one indicator his team is keeping an eye on and how the economic optimism has driven U.S. companies to issue a record number of junk debt this year.

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A Tale of Three Trends

A Tale of Three Trends

As the stock market regained its footing last week, several key trends emerged. This week’s commentary explores these developments and what they could mean for the market through the end of the year.

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