Bunny Rally
Thanksgiving is here, but the market is feeling more like Easter, with the S&P 500 bouncing back like an energetic bunny. This week’s commentary discusses what’s got investors in such a festive mood and points out some interesting dynamics related to market breadth.
Financial Focus – November 15th, 2023
In this week’s episode of Financial Focus, Nate Kreinbrink and Mike Steigerwald discuss the new contribution limits for IRAs and 401k plans for the upcoming year. They also review the Social Security cost of living adjustment, the Medicare Part B premiums for 2024, and emphasize the importance of year-end tax planning.
Mortgage Tailwind
With mortgage rates continuing to climb, we still have not seen major housing price declines as some thought we might. James Nelson explains the dynamics at play here and what it means for viewers who might be considering a move.
Dodging the Death Cross
The stock market has been in a slump for the past few months. However, a rally over the past couple of weeks has been so strong that it looks like the market might have just dodged the dreaded “death cross.” What is a death cross? It’s a term used in technical...
High Quality
In the past year, the U.S. stock market has generally been trending upward. However, what's interesting is that most of the gains have come from a particular kind of factor: quality. The Quality Factor Index, shown as the green line on the chart above,...
Staying Afloat
The stock market snapped an eight-day winning streak last week but ended on another upbeat note. In this week’s commentary, we look at the price action and how it’s managed to keep the market afloat this year.
Market Gusts and Zweig Thrusts
This week’s featured indicator is the Zweig Thrust Indicator, named after the savvy financial analyst and investor Martin Zweig. This so-called market breadth indicator is all about figuring out how strong a market rally is. The indicator (shown as the orange...
Financial Focus – November 8th, 2023
In this week’s Financial Focus program, Nate Kreinbrink and James Nelson discuss the upcoming Medicare open enrollment period, as well as the importance of year-end tax planning. They emphasize the importance of understanding how different aspects of personal finance, such as insurance, taxes, investments, and estate planning, are interconnected, and they also mention the upcoming expiration of certain tax laws and the potential benefits of Roth conversions.
The Sahm Rule
The latest jobs report brought some interesting insights into our economy. In October, the unemployment rate rose to 3.9%. While still low by historical standards, it is a notable increase from the 3.4% low in April. A jump this size often raises fears that a...
Small-Caps Getting Smaller
David Nelson is here to explain which segments of the market look shakiest and how this data relates to viewers’ investments.
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