How It’s Built
Think all funds are taxed the same? This week’s chart shows why ETFs are often the smarter choice for tax-sensitive investors—and how that gap has grown even wider in 2024.
Getting into Position
Investor surveys tell us what people say—but this week’s featured indicator looks at what they do with their money. With 80% of our positioning signals flashing bullish, history suggests that widespread caution may be setting the stage for further gains.
Financial Focus – June 18th, 2025
Wondering how the proposed tax bill might affect your Social Security or summer job earnings? Nate and Andy break it all down on this week’s Financial Focus—from what’s real, what’s not, and why it still “depends.”
The Tax Take
With all the recent tax debates, people are wondering how much money the government typically collects year to year. David Nelson answers that question and shares what has a greater impact compared to tax policy.
From Chaos to Calm
The S&P 500 has rebounded sharply after a steep spring sell-off, and volatility has cooled significantly. This week’s commentary looks at market breadth and why broader participation could be the key for sustaining a healthy rally.
Broader = Better
This week’s chart shows that more stocks are pulling their weight in 2025. After two years of gains driven by just a handful of tech giants, nearly half of the S&P 500 is now beating the index—bringing the market back to a more balanced and healthier place.
Pressure Gauge
Check out this week’s indicator, which tracks the tug-of-war between economic growth and interest rates and acts like a pressure gauge for inflation. Which side is winning can reveal a lot about where prices might be headed next.
Financial Focus – June 11th, 2025
David Nelson joins Financial Focus this week to talk about risk, volatility, and the importance of protecting capital—especially for clients nearing or in retirement. He also shares some fun stories ahead of NelsonCorp’s big client night at the ballpark.
Diverging Data
The economy has been sending mixed messages lately. David Nelson is here to explain one reason why by showing the growing divide between hard data and soft data.
Search Party
What people search for can tell us a lot about how they’re feeling—and right now, market fears seem to be cooling off. Check out this week’s chart to see what a drop in “Dow Jones” searches might be saying about sentiment and spending.
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