Financial Focus – August 26th, 2020
Listen to this week’s Financial Focus as Nate Kreinbrink and Andy Fergurson discuss tax landmines and how to avoid them.
There Are No Old, Bold Investors
Having experienced a significant financial shock this year and seeing the stock market come charging back—David Nelson tells us about the most important thing to understand in regards to risk management.
Up, Up and Away
OVERVIEW The U.S. stock market saw substantial gains in the Nasdaq Composite last week, rising 2.65 percent. The S&P 500 did less well but still rose about 0.72 percent. The Dow Jones Industrial Average, however, remained exactly flat for the week....
One of These Things is Not Like the Other
We’ve discussed a number of times over the past several months that the stock market has seemed disconnected from economic reality. However, we have seen economic improvement in a number of areas. David Nelson lets us know if this is still something to be concerned about.
“Re-Open” Takes Center Stage
OVERVIEW The S&P 500 rose about 0.6 percent last week but was outdone by the Dow Jones Industrial Average's gain of roughly 1.8 percent. The Industrial sector led the market higher, gaining 3.2 percent. Energy and Consumer Discretionary stocks also had nice weekly...
The Bigger They Are…
Prior to this year’s turmoil in financial markets we discussed the influence that the biggest of the big growth stocks have on the overall stock market. David Nelson joins us remotely to discuss how these same names still seem to dominate headlines.
Surveying the Land
OVERVIEW U.S. stocks saw substantial gains across the board last week, with every sector in the S&P 500 finishing in the black. The S&P 500 Index rose 2.45 percent, the Dow Jones Industrial Average gained 3.8 percent, and the Nasdaq Composite finished...
Financial Focus – August 5th, 2020
Listen to this week’s Financial Focus as James Nelson and Nate Kreinbrink discuss the often overlooked steps of planning for retirement.
Second Half Tax Planning
It has been a pretty unique year on the tax front in 2020. Now that the delayed tax season is finally behind us— Nate Kreinbrink tells us what we should be thinking about if we want to start planning for the rest of this year and into 2021.
Green Means Go!
OVERVIEW The major U.S. stock indices were mixed in performance last week, with the S&P 500 gaining 1.73 percent, the Nasdaq Composite gaining 3.69 percent, and the Dow Jones Industrial Average dropping 0.16 percent. International stock markets were...
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