Rooted in Earnings

Rooted in Earnings

OVERVIEW   Markets were mixed but generally quiet last week, with modest gains in several major indexes. Large-cap stocks edged higher, with the S&P 500 up 0.10% and the NASDAQ gaining 0.48%. The S&P 100 also rose 0.17%, suggesting some stabilization in...
Grain of Salt

Grain of Salt

  The big news in the finance world this week was the release of the November inflation numbers. On the surface, it was a good report. The headline Consumer Price Index (CPI) posted a 2.7% y/y gain, down from 3% in September. And if we back out food and energy...
Real Rates and Risk Appetite

Real Rates and Risk Appetite

  A lot of the time, when talking about interest rates, we talk in nominal terms. Treasury yields, mortgage rates, whatever—the stated, headline rate is the nominal rate. These matter, because they are what borrowers actually pay and lenders actually receive....
Financial Focus – December 17th, 2025

Financial Focus – December 17th, 2025

On this week’s Financial Focus, Nate and Andy walk through several important year-end tax reminders, including IRS e-filing deadlines, new deduction rules, and what to expect as tax season approaches. They also explain why rushing to file early can create more headaches than it solves.

Homeward Bound

Homeward Bound

Many investors have questions concerning how much they should own internationally versus keeping their money invested in U.S. stocks. David Nelson shares data showing how the U.S. markets typically outperform international markets by a significant margin.