Financial Focus – December 9th, 2020
Join us for this week’s Financial Focus as James Nelson and Nate Kreinbrink do a deeper dive into Roth IRA Conversions.
It’s What You Keep
On this segment back in April, we talked about tax strategy for investment accounts. However, the markets look a lot different now. Today we talk to James Nelson about how there are still opportunities for managing taxes in your portfolio.
Bandwidth Test
OVERVIEW More record highs for the U.S. stock market last week; the S&P 500 rose 1.7%, the Dow Jones Industrial Average gained about 1%, and the Nasdaq Composite rose 2.1%. Digging deeper, we see small-cap and value stocks taking the lead in the U.S.,...
Financial Focus – December 2nd, 2020
Listen to this week’s Financial Focus as David Nelson and Gary Determan discuss a little basketball, the Covid-19 Vaccine, and the Santa Claus Stock Rally.
Debt Diet
As we continue to see a lot of soft economic data, there are some bright spots. Today David Nelson joins us to explain what he is seeing and what he believes can be put in the positive column.