Financial Focus – January 5th, 2022
Listen to this week’s Financial Focus as David Nelson talks about the math of investment losses that listeners should be aware of as well as different account types and tax planning.
Santa Claus Rally
OVERVIEW The major U.S. stock market indices started the week out strong but faded a bit to end the year's last week of trading. The S&P 500 gained 0.85%, the Dow increased 1.08%, and the Nasdaq fell 0.05%. Value stocks rose about 1.36%, outperforming the...
The Year of the ETF
A lot of money flowed into financial products in 2021, but investors made it clear which investment vehicle they preferred the most: the ETF. As our chart above reveals, ETFs saw a record $880 billion inflow of new money this year, beating the previous record...
The Harder You Fall
Our good old friend, the VIX Index, is the focus of our featured indicator this week. But what is the VIX Index, you might ask? It’s a real-time market index that uses option pricing on the S&P 500 Index to determine what market participants think...
Financial Focus – December 29th, 2021
Listen to this week’s Financial Focus as Jake Woodcock and Mike VanZuiden discuss the tax implications of mutual fund capital gain distributions as well as the differences between the structure of mutual funds and exchange-traded funds (ETFs).
ETFs are Eating the World
As 2021 wraps up David Nelson spends time with Local 4 News. He shares what is standing out in the money management world that maybe isn’t getting the attention it deserves in the mainstream media.
Financial Focus – December 22nd, 2021
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss the specific investment needs of a retiree’s portfolio as well as the impact of inflation and taxes.
Yield Curve
Most bonds and financial assets that are sensitive to rising interest rates have had a rough year in 2021. John Nelson joins Local 4 News to share an update on the bond market and discuss the implications for a flattening yield curve.
Bull Market Fuel
OVERVIEW U.S. stocks sold off last week, with the more growthy sectors of the market taking a beating. The tech-heavy Nasdaq slid 2.95%, while the S&P 500 fell 1.94% and the Dow dropped 1.68%. Internationally, we saw emerging market stocks decline 1.8%,...
This Time Is Different
This week the Federal Reserve announced their intent to dial back bond purchases and perhaps raise rates up to three times next year. What’s weird, though, is that this is happening at a time when the yield curve is as flat as it is. The chart above shows the...
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