What Rates?

What Rates?

OVERVIEW   Markets pushed modestly higher last week, with strength showing up across several areas of the market. The S&P 500 gained 0.88%, while the NASDAQ added 0.45%. The Dow Jones Industrials led major large-cap indexes with a strong 2.13% advance. Large...
Soldiers and Generals

Soldiers and Generals

  There are a few different ways you can construct an index of stocks. One approach—the most common method—is market-cap weighting, also known as cap-weighted. This gives the largest companies a bigger influence on performance, meaning their returns carry the...
Surprise, Surprise!

Surprise, Surprise!

  This week’s featured indicator is all about expectations. The stock market runs on expectations. It anticipates what is going to happen in the future and then prices it in today. That’s why surprises in economic data matter so much. Surprises move markets....
Financial Focus – May 20th, 2026

Financial Focus – May 20th, 2026

Marketplace insurance and premium tax credits are back in the spotlight, and one small income mistake could lead to a surprisingly large tax bill. In this week’s Financial Focus, Nate Kreinbrink and Andy Fergurson break down IRS letters, online accounts, and why tax planning matters more than ever for retirees and marketplace insurance users.

Bigger Slice

Bigger Slice

Stock valuations have been high for a while now, and many people wonder if that’s sustainable. David Nelson joins us to provide insight on why valuations have risen and if he expects them to remain elevated.