This Time Is Different?

This Time Is Different?

  It’s the four most dangerous words in investing: This time is different. Sometimes, in the heat of a bull market, investors get into this habit of thinking that the old rules no longer apply. With each new market cycle, we get some new compelling story...
Hurdles

Hurdles

OVERVIEW   Markets took a step back last week as investors locked in some profits following the strong rally since early April. The S&P 500 fell 1.95%, while the technology-heavy NASDAQ dropped 4.60%. The Dow Jones Industrial Average was a notable bright...
A Different View

A Different View

  This week, I want to highlight an indicator that interprets the Federal Reserve and its monetary policy actions a bit differently than we’re typically used to. For example, when we usually talk about a “tightening cycle,” it tends to be seen in a negative...
Financial Focus – June 24th, 2026

Financial Focus – June 24th, 2026

This week’s Financial Focus discusses how America’s aging population is putting increasing pressure on the Medicare system, leading to changes in plan offerings, pricing, and coverage. Nate and Mike also explain why it’s important to focus on the coverage you truly need—rather than extra perks like dental and vision—and review recent updates to Medicare coverage for certain GLP-1 weight-loss medications.

Supply Shock

Supply Shock

There has been significant buzz surrounding the massive new IPOs hitting the market recently. David Nelson shares how this surge of available shares may impact market performance.