NelsonCorp Wealth Management, Author at NelsonCorp Wealth Management

When Cash Is King

by NelsonCorp Wealth Management | Nov 6, 2023 | Chart of the Week

In the long run, stocks beat cash. That’s a well-established fact. But the problem with the long run is that it’s so, well… long. Over shorter periods of time, stocks can be quite volatile, like a roller coaster, and in those instances, cash can sometimes come...

Earnings Surprise

by NelsonCorp Wealth Management | Nov 3, 2023 | 4 Your Money

David Nelson joins us to share what he is watching with the recent stock market volatility and how viewers may use this information.

Dormant Defense

by NelsonCorp Wealth Management | Nov 2, 2023 | Indicator Insights

The markets are getting bumpy, so let’s dive into this week’s topic: the SHUT Index and what it’s revealing about the current state of financial markets. The SHUT Index, which stands for Staples, Healthcare, Utilities, and Telecommunications,...

Financial Focus – October 25th, 2023

by NelsonCorp Wealth Management | Oct 31, 2023 | Financial Focus

Check out this week’s newest edition of Financial Focus, where Nate Kreinbrink and Andy Fergurson discuss the importance of vetting charities before making donations, tax planning, and the complexities of Roth conversions. They also touch on the need for coordination between tax and investment decisions and briefly mention the upcoming Medicare open enrollment period.

Sagging Stocks

by NelsonCorp Wealth Management | Oct 30, 2023 | Weekly Market Thoughts

The leaves are falling, and so is the stock market. In this week’s commentary, we discuss the recent setbacks in the market’s technical price movements, delve into some valuable information offered by the yield curve concerning the economic environment, and spotlight why year-end seasonality could be a potential bright spot for the market.