Financial Focus – January 14th, 2026

Financial Focus – January 14th, 2026

Tax season is officially underway, and there are a few important shifts to keep in mind this year. Nate Kreinbrink and Andy Fergurson break down what documents to look for, common mistakes to avoid, and how to stay ahead of deadlines.

Parking Spot, Not The Destination

Parking Spot, Not The Destination

Last week we discussed money market funds and why cash tools have been so popular lately. David Nelson elaborates more on real cash yields and explains why cash tools provide short-term stability but are not ideal for long-term investing.

Evidence From the Bull Pen

Evidence From the Bull Pen

OVERVIEW   Markets opened the new year on a constructive note, with broad-based gains across most major asset classes. U.S. equities moved higher, led by cyclical and value-oriented areas. The Dow Jones Industrial Average rose 2.32% on the week, while the S&P...
Productivity Pop

Productivity Pop

  Sometimes we get an economic report that really jumps off the page. That was the case with this week’s productivity data. According to the BLS, labor productivity surged at a 4.9% annualized pace in the third quarter, the fastest increase in two years....
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...