Inflation’s Second Wind

Inflation’s Second Wind

While inflation had been showing signs of easing last year, all the developments this year suggest renewed volatility. David Nelson shares the Core PCE Price Index which is the preferred measurement the Federal Reserve uses when analyzing inflation.

Square PEG, Round Hole?

Square PEG, Round Hole?

OVERVIEW   Markets pulled back last week as investors took a breather following the market’s recent advance. The S&P 500 fell 1.55%, while the technology-heavy NASDAQ dropped 2.90%. The Dow Jones Industrial Average held up somewhat better, declining...
A Rally for the Ages

A Rally for the Ages

    The stock market has rewarded investors handsomely over the past four years. It kind of makes you wonder: just how unusual has this rally been? The green line shows the S&P 500’s cumulative return over the current four-year rally, while the...
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.