Reversing Course
July 28th, 2023. That was the day the S&P 500 index reached its highest level of the year (so far). Since then, the market has tumbled. As of this writing, the S&P 500 index is down roughly 7% from its summer high. After two months of a down market,...
Playing Chicken
OVERVIEW U.S. stocks fell last week as volatility reemerged on Wall Street. The VIX Index—a measure of investors’ expectations for market volatility—rose 25% for the week. The result was pretty large losses for the major U.S. stock indices. The S&P 500 fell...
Market Deciding
The stock rally that started last fall has gotten choppy recently. David Nelson shares what he thinks market participants are thinking and how it may affect viewers’ investments.
Scarce Credit
Americans love to spend money. That’s what we do. Resilient American consumers have helped support an economy this year that many believed would slow dramatically. However, as our featured chart this week shows, an important source of consumer spending is now...
The Return of Rising Rates
Short-term rates are on fire. The 2-year Treasury rate—a rough proxy for where the market thinks the Fed is headed with interest rates—rose to its highest level in 17 years this week. This is significant because sharp increases in short-term interest rates have...
Financial Focus – September 13th, 2023
James Nelson joins Nate Kreinbrink in this week’s episode of Financial Focus to discuss the importance of financial planning in the fourth quarter of the year. They touch on topics like retirement account contributions, Roth conversions, tax withholdings, portfolio rebalancing, and the changing landscape of retirement savings.
Depleted Savings
So far, the aggressive tightening campaign by the Federal Reserve hasn’t really affected the U.S. consumer. And by various measures, household consumption has continued to prop up a surprisingly robust economy. Many agree that the reason behind the consumer’s...
In The Long Run
Financial markets saw an increase in volatility recently when the Fed had their annual meeting. David Nelson explains the most important factors driving the shift and how it may impact viewers’ investments.
Getting Expensive
They say valuation—like beauty—is in the eye of the beholder. But we can still objectively value the stock market by comparing it to another asset, and that’s the goal of this week’s featured indicator. Specifically, the indicator compares stocks to a safe...
Fishhooks and Sentiment
OVERVIEW The major U.S. stock indexes gave up most of the ground they had gained the previous week, falling around 1% to 2%. Specifically, the S&P 500 dropped 1.3%, the Dow fell 0.75%, and the Nasdaq dived 1.93%. Small-cap stocks really took it on the chin,...
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