Financial Focus – June 25th, 2025
This week’s Financial Focus highlights the complexities of Medicare, emphasizing how confusing it can be for individuals transitioning from private or employer coverage. Nate Kreinbrink and Mike VanZuiden broke down the basics of enrollment, coverage choices like Original Medicare vs. Advantage Plans, and the importance of reviewing drug plans annually to avoid costly mistakes.
A Buyer’s Market
The housing market continues to cool this year. James Nelson explains the record-setting conditions that have given buyers an advantage.
The Big Picture
Our risk model, built from over 100 indicators, has been steadily improving and is now back near its long-term average. In this week’s commentary, we talk about the model and how the recent shift toward more positive signals has helped fuel the market’s latest rally.
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.
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