The Higher the Hurdle

The Higher the Hurdle

OVERVIEW   Markets moved lower last week, with all three major U.S. indexes finishing in negative territory. The S&P 500 fell 1.43%, the Dow Jones Industrial Average declined 0.85%, and the NASDAQ dropped 2.05%. Despite the pullback, the major indexes remain...
Higher Yields, Better Returns

Higher Yields, Better Returns

  It’s been a rough stretch for the bond market lately. Long-term Treasury yields are pushing higher. The 30-year yield has climbed above 5% and recently reached levels not seen in nearly two decades. For bond investors, this can feel pretty painful. Bond prices...
Working Overtime

Working Overtime

  This week, I want to highlight a different sort of indicator than we usually talk about. It has to do with overtime work and how it relates to bond prices. Why overtime? Because overtime is something almost everyone understands. When business is good and demand...
Financial Focus – August 19th, 2026

Financial Focus – August 19th, 2026

Retirement planning is about more than simply building up a nest egg—it’s about knowing how to turn those savings into reliable income while navigating taxes, Social Security, Medicare, and other important decisions. This week, Nate and Mike discuss why planning ahead can help retirees better understand their income needs and avoid unexpected consequences down the road.

Bonds In Control

Bonds In Control

Despite the Federal Reserve leaving interest rates unchanged, mortgage rates have continued to inch upward. James Nelson joins us to share how the bond market impacts mortgage rates and why the bond market is more impactful than many realize.