Multiple Markets
A lot of the time, when people talk about “the stock market,” they’re talking about the U.S. stock market. Maybe the S&P 500 Index, for example. But there’s a whole world of other stock markets out there. For instance, the MSCI ACWI (All-Country World...
Financial Focus – October 23rd, 2024
In this episode of Financial Focus, Nate Kreinbrink and Mike VanZuiden discuss Medicare’s open enrollment period, emphasizing how plan changes, like Part D prescription drug caps, could impact beneficiaries. They encourage listeners to review their Medicare and drug coverage options to ensure the best fit for their needs, noting that changes made during open enrollment will take effect on January 1, 2025.
Peak Performance
The stock market has continued to have a strong year. David Nelson joins us to share when the market usually peaks during the calendar year and if investors should expect additional returns in 2024.
Not-So-Terrible Twos
The bull market in stocks turned two years old this month. In this week’s commentary, we look at how its return stacks up to history and whether we see evidence that the party can continue.
The Biggest and Best
This week’s chart shows that the biggest and best of the stock market are breaking out to all-time highs. The index, shown above, is the S&P 500 Top 50 Index. It’s a subset of the broader S&P 500 Index, focusing on the 50 largest companies by market...
Cyclical Leadership
This week’s indicator is all about the cyclical sectors. What are the cyclical sectors? Well, as their name implies, they’re sectors that are in sync with the economic cycle. When the economy grows, these sectors do well. But when the economy contracts, they...
Financial Focus – October 16th, 2024
In this week’s “Financial Focus,” Nate Kreinbrink and Andy Fergurson discuss the recent October 15th tax deadline and the common misconceptions surrounding tax extensions. They explain that while an extension grants more time to file, taxes owed must still be paid by April 15th to avoid interest and penalties.
Refi Revival
With the Federal Reserve reducing interest rates, the lower mortgage rates have translated into positive activity for the housing market. James Nelson shares factors homeowners should consider when deciding if the time is right to refinance.
Follow Trendlines, not Headlines
In a world filled with distracting headlines, the secret to smart investing is to Follow Trendlines, Not Headlines. Dive into this week’s commentary to discover what you should really be paying attention to in your investment strategy.
The Fed/CAPE Connection
This week’s chart highlights a key connection between the Fed Funds Rate and stock market valuations, as measured by the CAPE ratio. But first, some definitions. The Fed Funds Rate is controlled by the Federal Reserve and influences all other interest rates....
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