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.

Last Man Standing

Last Man Standing

OVERVIEW   Markets were mixed last week, with large-cap indexes holding up relatively well while weakness showed up across many other areas of the market. The S&P 500 finished slightly higher with a 0.13% gain, while the NASDAQ slipped 0.08%. The Dow Jones...
The Boy Who Cried Recession

The Boy Who Cried Recession

  For decades, the yield curve has been one of Wall Street’s favorite recession warning signs. Specifically, I’m talking about the difference between 10-year and 3-month U.S. Treasury yields. When short-term rates rise above long-term rates, the curve “inverts,”...
Put Your Money Where Your Mouth Is

Put Your Money Where Your Mouth Is

  This week’s indicator is all about options. Financial options, to be exact. The most common options investors use are Puts and Calls. A Call option gives you the right, but not the obligation, to buy a financial product at a set price by a certain date. A Put...