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.
How Does This Bull Stack Up?
Some bull markets sprint. Others grind higher, slow and steady. A few explode out of the gate and never look back. The current one? It’s moving at a measured pace—respectable, but not outpacing history. This week’s chart tracks the Global Stock Price Index...
Running on Empty
Something’s off. At first glance, the S&P 500 seems to be doing OK, but something doesn’t add up. One of our key indicators—the NDR Combination High-Low Logic Index—is running hot. And when this thing gets too high, history says it’s a warning. Let’s talk...
Financial Focus – February 5th, 2025
Nate and Mike kick off this week’s Financial Focus by unpacking the tricky rules on inherited retirement accounts and the tax pitfalls non-spouse beneficiaries face. They break down key strategies to minimize taxes, avoid costly mistakes, and make the most of retirement assets through smart planning.