by NelsonCorp Wealth Management | Nov 14, 2023 | Financial Focus
In this week’s Financial Focus program, Nate Kreinbrink and James Nelson discuss the upcoming Medicare open enrollment period, as well as the importance of year-end tax planning. They emphasize the importance of understanding how different aspects of personal finance, such as insurance, taxes, investments, and estate planning, are interconnected, and they also mention the upcoming expiration of certain tax laws and the potential benefits of Roth conversions.
by NelsonCorp Wealth Management | Nov 13, 2023 | Chart of the Week
The latest jobs report brought some interesting insights into our economy. In October, the unemployment rate rose to 3.9%. While still low by historical standards, it is a notable increase from the 3.4% low in April. A jump this size often raises fears that a...
by NelsonCorp Wealth Management | Nov 10, 2023 | 4 Your Money
David Nelson is here to explain which segments of the market look shakiest and how this data relates to viewers’ investments.
by NelsonCorp Wealth Management | Nov 7, 2023 | Weekly Market Thoughts
The stock market staged an impressive comeback last week, fueled by falling interest rates and a surge in bearish sentiment. However, the weight of the evidence suggests there is more work needed to sustain a recovery due to factors such as the challenging technical backdrop and elevated stock valuations.
by NelsonCorp Wealth Management | Nov 7, 2023 | Financial Focus
In this week’s episode of Financial Focus, David Nelson and host Gary Determan chat about the exciting Iowa women’s basketball season ahead. They also explore the financial opportunities arising from NIL (Name, Image, and Likeness) in college sports. David shares why the end of the year has historically been good for the stock market and discusses the benefits of donor-advised funds for charitable giving.