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
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
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
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.