The Rally Fills Out

The Rally Fills Out

  Coming into the new year, we wanted to see markets answer one simple question: Are stocks moving together, or is the rally being carried by just a handful of names? That distinction matters more than most investors realize. Broad participation is often the...
Financial Focus – January 7th, 2026

Financial Focus – January 7th, 2026

David Nelson joins Financial Focus to discuss the growing media focus on the 2026 outlook and what investors should realistically expect after several strong market years. He also shares why diversification, risk management, and learning from past market cycles matter more than ever right now.

Money on the Sidelines?

Money on the Sidelines?

In the last couple years, money market funds have been very popular. David Nelson shares the numbers behind this trend and explains why more investors are using this tool for short-term goals.

Constructive, with Conditions

Constructive, with Conditions

OVERVIEW   Markets pulled back modestly during the first week of the new year, with U.S. equities generally lower across the board. Large-cap stocks led the decline, as the S&P 500 fell 1.03% and the NASDAQ dropped 1.52%. The Dow Jones Industrial Average...
Signals From the Factory Floor

Signals From the Factory Floor

  Heading into the new year, one question we get a lot is: How is the economy doing? Now, it can be hard to answer a question like that, because what one means by “the economy” can be different for different people. Are we talking about economic growth?...