Blog

A Bit Peculiar

A Bit Peculiar

Markets are breaking tradition as bond yields rise despite the Fed’s rate cuts—an anomaly with big implications for stocks. Check out our commentary this week to uncover what the bond market might be signaling and how it could impact your portfolio.

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Pricey

Pricey

  The stock market is starting to look expensive. As our chart this week highlights, the S&P 500's price-to-book (P/B) ratio just hit 5.14—record territory. Historically, the P/B ratio, which compares the market's value of companies to their book value (or...

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Regime Roulette

Regime Roulette

  This week’s indicator is all about regimes. Markets, much like history, operate in distinct regimes, and for the stock market, the two biggest drivers of these cycles are economic growth and inflation. Together, they set the stage for the economic scenario the...

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Financial Focus – January 8th, 2025

Financial Focus – January 8th, 2025

In this week’s episode of Financial Focus, Nate Kreinbrink kicks off 2025 by reflecting on the holiday season and discussing New Year’s resolutions, with a focus on improving financial health. He highlights key topics like adjusting tax withholdings, maximizing retirement contributions, and staying updated on new rules for inherited accounts

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Quietly Positive

Quietly Positive

Many factors provide insight into if the economy is starting out strong in 2025. Nate Kreinbrink joins us to share how business lending is a proven, real-time indicator to the health of the economy.

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Beneath the GDP Gloss

Beneath the GDP Gloss

2024 seemed steady on the surface, but beneath the calm exterior, the economy was full of surprises. From sharp swings in key indicators to a chaotic finish, this week’s commentary unpacks the hidden turbulence and what it could mean for 2025.

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Perspective

Perspective

  A quarter century of stock market returns is in the books, and what a journey it’s been! So, how do things stack up? As the chart above shows, the S&P 500 Total Return Index—which includes dividends—has surged an impressive 538.8% over the past 25 years....

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Speedometer

Speedometer

  This week, we're diving into a powerful chart: the MSCI World Index vs. the 21-Day Momentum of its 200-Day Moving Average. Don’t let the technical name intimidate you—this tool simply helps us stay in sync with the market’s long-term momentum. The chart has two...

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A Tight Connection

A Tight Connection

The stock market always plays a large part in our nation’s economy. David Nelson is here to explain how the stock market now has a larger role in the average person’s finances too.

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Grinchy Vibes

Grinchy Vibes

Markets have taken a more cautious tone recently, with a touch of holiday uncertainty in the air. Powell’s latest remarks may hold some clues—check out this week’s commentary to see what’s driving the shift.

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