The Air Gets Thin at the Top
The S&P 500 has been on a relentless climb, and today, it’s sitting far above its long-term historical trend. The market has a way of moving in cycles—sometimes running hot, sometimes cooling off—but over the long run, it tends to follow a fundamental...
Financial Focus – February 12th, 2025
This week’s Financial Focus dives into the tricky world of Social Security, breaking down why claiming early might not be the best move and how waiting can mean bigger checks down the road. Nate and Mike keep it real with talk of retirement puzzles, surprise penalties, and why planning for a long life (instead of a short one) is the smarter bet.
Expensive Taste
Investors like to keep an eye on valuations to know if the market is fairly priced or overpriced. David Nelson joins us to explain the Shiller CAPE Ratio and notes if investors should be concerned about these high valuations.
Drifting, But Not Drowning
The market is running in place—strong earnings are fueling optimism, but rising inflation is creating new headwinds. Will stocks push higher or remain stuck in place? Check out this week’s commentary for the full breakdown.