Financial Focus – September 18th, 2024
In this episode of Financial Focus, Nate Kreinbrink and Andy Fergurson discuss tax planning strategies, highlighting the benefits of long-term capital gains over ordinary income. They also explain the difference between employer 401(k) matching and maximum contributions, offering advice on traditional vs. Roth 401(k) options.
Really Bullish
More households have been making moves in the stock market recently. David Nelson joins us to highlight this investor behavior and advises us to avoid overallocation and extremes.
Out of Alignment
Curious about which sectors are steering the market lately? In this week’s commentary, we break down the surprising leaders and why the market still feels like it’s stuck in neutral.
