Financial Focus – March 11th, 2026
Tax season is underway, and many people are just now seeing how their returns turned out. This week on Financial Focus, Nate Kreinbrink walks through what those results really mean and how small adjustments today can help improve next year’s tax outcome.
Crisis Events
Markets have been reacting to the recent conflict involving Iran. David Nelson joins us to provide insight into how geopolitical crises typically affect the stock market.
Financial Focus – March 4th, 2026
Markets have been reacting quickly to rising geopolitical tensions, reminding investors just how fast global events can ripple through portfolios. David Nelson explains why disciplined investing, diversification, and understanding risk matter more than ever during uncertain times.
Not That Expensive
There has been considerable discussion in recent years regarding a potential bubble in the stock market, particularly in the tech sector. John Nelson shares the S&P 500 valuations by sector compared to their 10-year average and investors may be surprised by where the tech sector ranks on this list.
Financial Focus – February 25th, 2026
Tax headlines may sound simple, but the reality is often more nuanced, especially when it comes to Social Security and the latest rule changes. This week on Financial Focus, Nate Kreinbrink and Mike Steigerwald break down what the new tax laws really mean and why claiming Social Security should be a thoughtful planning decision, not just a reaction to retirement or family history.
Leading The Way
When evaluating the overall economy, it is important investors focus on the future instead of past or current conditions. David Nelson explains the Leading Economic Indicator and how the data suggests good news for risk assets.
Financial Focus – February 18th, 2026
This week on Financial Focus, Nate Kreinbrink walks through key Social Security updates, including how the new senior deduction works and what to know if you’ve misplaced your 1099. He also explains why the timing of when you claim benefits should be a coordinated retirement decision, not just something you do the day you stop working.
Fun Flows
An ETF (Exchange-Traded Fund) is a “basket” investment that holds many different assets, such as stocks, bonds, or commodities, commonly with a similar theme or strategy. David Nelson shares how ETF’s continue to grow in popularity primarily because it provides investors instant diversification.
Financial Focus – February 11th, 2026
On this week’s Financial Focus, Nate Kreinbrink walks through key tax season reminders and highlights important retirement contribution changes for 2026, including new IRA and 401(k) limits and updated catch-up rules. He also shares practical tips to help you stay organized, adjust withholdings if needed, and start the year on the right financial foot.
The Uncertainty Puzzle
While there is significant uncertainty in the world right now, political and economic, it does not always translate to the markets. James Nelson compares sentiment data and reminds us that headlines should not drive investment decisions.
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