Motion Without Movement
OVERVIEW The U.S. stock market ended in mixed territory last week, with the S&P 500 falling 0.77%, the Dow Jones Industrial Average dropping 0.73%, and the Nasdaq Composite climbing 0.22%. Economically sensitive small-cap stocks had another good week,...
Chart of the Week: Fantastic Flows
This week’s chart looks at the amount of money flowing into global stock funds on a weekly basis, as compiled by the Investment Company Institute. For most of the year, money has been flowing out of stocks—to the tune of about $9.5 billion a week. However,...
Your Friend the Fed
OVERVIEW In a reversal of what we're used to seeing this year, Big Tech got overshadowed by the smaller, more economically sensitive stocks. The tech-heavy Nasdaq fell about 0.6%, while the S&P 500 rose about 2.1%, and the Dow gained roughly 4%. The Russell...
Chart of the Week: No Man’s Land
This week’s featured chart is a scatterplot of the daily returns of the Russell 2000 Index versus the Nasdaq Composite. These are two very different measures of the stock market. The Russell 2000 Index is comprised of the 2,000 smallest companies in the United...
Financial Focus – November 11th, 2020
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss the different parts that go into tax planning, and what you can do to benefit yourself now, and further down the road.
Three’s Company
OVERVIEW The U.S. stock market rebounded aggressively last week. The S&P 500 gained 7.32%, the Dow rose 6.87%, and the tech-heavy Nasdaq surged a whopping 9.01%. The rally once again centered around large-cap growth stocks; in other words, the big tech...
Chart of the Week: Snapback
For this week’s chart, we show the weekly returns of the S&P 500 Index over the past three months. Each bar on the graph represents the total return of the stock index for that week. As expected, returns were quite volatile heading into the election. The...
Financial Focus – November 4th, 2020
Listen to this week’s Financial Focus as David Nelson and Gary Determan discuss the impact of the presidential election, and what it means for your retirement portfolio.
Deeds, Not Words
It is finally election day in a year that really has been like no other. While we’ve seen volatility pick up again in the weeks leading up to today, we have also seen improvements in economic data like the recent GDP release. David Nelson joins us to share what he believes the markets are focused on as everyone places their votes.
A Case of the Jitters
OVERVIEW U.S. stocks got crushed last week, with the S&P 500 dropping 5.6% over the past five days, its worst-ever loss in the week leading up to a presidential election. The Dow fell over 6%, and the Nasdaq dropped around 5.5% amid disappointing earnings...
