Financial Focus – January 5th, 2022
Listen to this week’s Financial Focus as David Nelson talks about the math of investment losses that listeners should be aware of as well as different account types and tax planning.
Santa Claus Rally
OVERVIEW The major U.S. stock market indices started the week out strong but faded a bit to end the year’s last week of trading. The S&P 500 gained 0.85%, the Dow increased 1.08%, and the Nasdaq fell 0.05%. Value stocks rose about 1.36%,...
The Year of the ETF
A lot of money flowed into financial products in 2021, but investors made it clear which investment vehicle they preferred the most: the ETF. As our chart above reveals, ETFs saw a record $880 billion inflow of new money this year, beating the previous record...
The Harder You Fall
Our good old friend, the VIX Index, is the focus of our featured indicator this week. But what is the VIX Index, you might ask? It’s a real-time market index that uses option pricing on the S&P 500 Index to determine what market participants think...
Financial Focus – December 29th, 2021
Listen to this week’s Financial Focus as Jake Woodcock and Mike VanZuiden discuss the tax implications of mutual fund capital gain distributions as well as the differences between the structure of mutual funds and exchange-traded funds (ETFs).