Big Mo Says No

Big Mo Says No

  This week we’re talking Big Mo. Big Momentum. It’s an important indicator because it encapsulates exactly the kind of process we prefer to use when building our models. That process is what we call the “weight of the evidence.” The idea is pretty...
Financial Focus – July 15th, 2026

Financial Focus – July 15th, 2026

On this week’s Financial Focus, Nate and Andy discuss several important tax planning updates, including IRS notices, estimated tax penalties, and new 401(k) contribution rules for higher earners. They also explain why charitable donations may provide a bigger tax benefit in 2026 than they have in recent years.

Twin Headwinds

Twin Headwinds

Persistent uncertainty regarding trade policy and ongoing tensions in the Middle East have created headwinds for the stock market this year. David Nelson joins us to recap how Strait of Hormuz traffic and geopolitical instability impacts the U.S. economy.

Show Me the Earnings

Show Me the Earnings

OVERVIEW   Markets continued their climb last week, although leadership narrowed. The S&P 500 gained 1.23% and the NASDAQ rose 1.74%, both reaching fresh highs, while the Dow Jones Industrial Average slipped 0.50%. For the year, the S&P 500 is now up...
Turning Up the Volume

Turning Up the Volume

  One of the hardest things about investing is separating healthy optimism from outright speculation. Markets need optimism to rise, but when investors become too eager to chase the next hot idea, that enthusiasm can eventually become a warning sign. This...