Bullish Leads to Bullish

Bullish Leads to Bullish

OVERVIEW   Markets pulled back last week as investors digested a mix of economic data, interest rate uncertainty, and profit-taking following a strong rally earlier in the year. The S&P 500 declined 2.59%, while the NASDAQ led the weakness with a 4.68% drop....
Still in the Woods?

Still in the Woods?

  The stock market has been looking ahead, hoping for a peace agreement in the war involving Iran. While that would certainly be welcome news, this week’s chart suggests we likely aren’t out of the woods just yet. The problem lies with disruptions to global...
Trimming the Hedges

Trimming the Hedges

  Hedge funds. You’ve probably heard of them before. But chances are you aren’t quite sure exactly what they do. Don’t worry, not many people do. And that’s by design. On the surface, a hedge fund is simply a professionally managed pool of money for wealthy...
Financial Focus – June 3rd, 2026

Financial Focus – June 3rd, 2026

Check out this week’s Financial Focus as David Nelson breaks down the surprising strength in today’s stock market and why AI is attracting so much investor attention. He also shares why now may be a good time to stay disciplined rather than getting overly aggressive after a strong market run

Broken Seesaw

Broken Seesaw

Many investors grew up learning that a balanced portfolio means owning both stocks and bonds- stocks for growth, bonds for protection. James Nelson shares how that traditional 60/40 ratio may be outdated in the current economic landscape.