Financial Focus – December 9th, 2020
Join us for this week’s Financial Focus as James Nelson and Nate Kreinbrink do a deeper dive into Roth IRA Conversions.
It’s What You Keep
On this segment back in April, we talked about tax strategy for investment accounts. However, the markets look a lot different now. Today we talk to James Nelson about how there are still opportunities for managing taxes in your portfolio.
Bandwidth Test
OVERVIEW More record highs for the U.S. stock market last week; the S&P 500 rose 1.7%, the Dow Jones Industrial Average gained about 1%, and the Nasdaq Composite rose 2.1%. Digging deeper, we see small-cap and value stocks taking the lead in the U.S.,...
Financial Focus – December 2nd, 2020
Listen to this week’s Financial Focus as David Nelson and Gary Determan discuss a little basketball, the Covid-19 Vaccine, and the Santa Claus Stock Rally.
Debt Diet
As we continue to see a lot of soft economic data, there are some bright spots. Today David Nelson joins us to explain what he is seeing and what he believes can be put in the positive column.
The Trend That Keeps on Giving
OVERVIEW U.S. stocks performed well on a shortened holiday week. The S&P 500 Index closed at a record high, gaining 2.27 percent. The Dow Jones Industrial Average rose 2.21 percent, making the news when it closed above 30,000 on Tuesday. And the Nasdaq...
Financial Focus – November 25th, 2020
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson reflect on the year 2020 and how we got to where we are today.
Chart of the Week: Dow 30,000!
Whether you follow the stock market or not, you have probably heard of the Dow Jones Industrial Average, or simply the Dow. When people refer to the “stock market,” they are likely referencing the Dow, which represents 30 of the largest, most well-known...
Things Change
The stock market has seemed to respond pretty positively to recent data regarding virus vaccines. Today we talk to David Nelson about how you should be looking at these recent gains in the market.
Motion Without Movement
OVERVIEW The U.S. stock market ended in mixed territory last week, with the S&P 500 falling 0.77%, the Dow Jones Industrial Average dropping 0.73%, and the Nasdaq Composite climbing 0.22%. Economically sensitive small-cap stocks had another good week,...
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