NelsonCorp Wealth Management, Author at NelsonCorp Wealth Management

The Fed/CAPE Connection

by NelsonCorp Wealth Management | Oct 11, 2024 | Chart of the Week

This week’s chart highlights a key connection between the Fed Funds Rate and stock market valuations, as measured by the CAPE ratio. But first, some definitions. The Fed Funds Rate is controlled by the Federal Reserve and influences all other interest rates....

Leverage Limits

by NelsonCorp Wealth Management | Oct 10, 2024 | Indicator Insights

This week’s indicator is all about leverage in the stock market, or what is commonly referred to as margin debt. What is margin debt? In simple terms, it’s a measure of how much money investors are borrowing to buy stocks. When they do this, it’s called buying...

Financial Focus – October 9th, 2024

by NelsonCorp Wealth Management | Oct 9, 2024 | Financial Focus

In this week’s Financial Focus, Nate Kreinbrink highlights the importance of updating beneficiary designations for retirement accounts and life insurance policies. He also covers recent changes requiring beneficiaries to withdraw inherited funds within 10 years, starting in 2025.

Margin Meter

by NelsonCorp Wealth Management | Oct 8, 2024 | 4 Your Money

We occasionally hear experts refer to leverage when discussing markets. David Nelson walks us through what that means and what investors should take away from margin debt trends.

Take a Chance on Me

by NelsonCorp Wealth Management | Oct 7, 2024 | Weekly Market Thoughts

The market’s been tapping into its inner ABBA lately, suggesting now might be the time to “take a chance” on stocks again. In this week’s commentary, we dive into the key Risk-On/Risk-Off Diffusion Index and explore why investors are starting to move to a more upbeat market tune.