Policy Uncertainty
We always hear how the markets tend to react negatively in times of uncertainty. James Nelson is here to explain why investors should be cautious right now and prepared for some volatility.
Owner of a Lonely Trend
The stock market has had a nice recovery in recent weeks. But the evidence suggests it’s increasingly marching to its own beat. Check out this week’s commentary, where we break down two key indicators to watch.
I Got 5 On It
Here’s a fun fact: Since 1885, the S&P 500 has historically performed the best in years ending in “5.” Strange, right? But it’s true! This week’s chart breaks down the average (median) return for each year of a decade, and the standout is clear—years ending...
What’s Fair is Fair
This week’s indicator focuses on the U.S. 10-Year Treasury Fair Value Model, a tool designed to gauge whether 10-year Treasury yields are too high, too low, or just right. With interest rates playing such a pivotal role in the markets, knowing when Treasuries...
Financial Focus – January 22nd, 2025
In this episode of Financial Focus, David Nelson discusses market trends, the importance of managing stock market volatility, and growing concerns about high valuations. He also explores economic uncertainties, the impact of interest rates, and strategies to help clients maintain financial stability.