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.
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.
Financial Focus – October 9th, 2024
In this week’s Financial Focus, Nate Kreinbrink highlights the importance of updating beneficiary designations for retirement accounts and life insurance policies. He also covers recent changes requiring beneficiaries to withdraw inherited funds within 10 years, starting in 2025.
Margin Meter
We occasionally hear experts refer to leverage when discussing markets. David Nelson walks us through what that means and what investors should take away from margin debt trends.
Financial Focus – October 2nd, 2024
In this week’s episode of Financial Focus, David Nelson joins Gary Determan to dive into several pressing financial issues, including interest rate fluctuations, the influence of global events on the markets, and the critical role of simplifying complex financial matters to empower clients in their decision-making.
Don’t Fight the Fed (And Its Friends)
The Federal Reserve and its interest rate policies have been generating excitement. David Nelson joins us to share how the central bank’s actions impact markets and tells investors to be cautiously optimistic.
Financial Focus – September 25th, 2024
In this week’s Financial Focus, Nate Kreinbrink and Mike Steigerwald dive into the confusing world of Medicare, tackling how to choose the right plan and navigate tricky costs like Part B premiums and IRMAA. They highlight how smart financial moves—like Roth conversions—can impact your Medicare bill and stress the importance of simplifying the process with expert advice.
Shrinking
Global population trends have been a topic recently due to many countries being negatively affected. John Nelson is here to highlight China’s rapid decline and explain how these trends can impact commodity pricing worldwide.
Financial Focus – September 18th, 2024
In this episode of Financial Focus, Nate Kreinbrink and Andy Fergurson discuss tax planning strategies, highlighting the benefits of long-term capital gains over ordinary income. They also explain the difference between employer 401(k) matching and maximum contributions, offering advice on traditional vs. Roth 401(k) options.
Watch – 4 Your Money on CBS Local 4 every Tuesday at 6:10 a.m. and again at 6:10 p.m.
Watch – 4 Your Money on FOX 18 every Tuesday at 8:10 a.m.
Listen to – Financial Focus on KROS FM 105.9 and AM 1340 every Wednesday at 9 a.m. and Market Update from NelsonCorp Wealth Management every weekday at 12:10 p.m.
