Financial Focus – December 4th, 2019
Listen to this week’s Financial Focus as David Nelson discusses charitable giving and the impact on individuals, charities, and the community as a whole.
Week of 11/24/2019 through 11/30/2019
OVERVIEW After a shortened week of trading due to the holidays, the S&P 500 Index gained nearly one percent, as growth and small-cap stocks drove the U.S. stock market to new heights. The tech-heavy Nasdaq Composite did even better, gaining 1.71 percent. Developed...
Can’t See the Roth IRA Forest for the Trees
John Nelson joined Local 4 News This Morning to discuss tax planning and how to get the most bang for your buck in the final month of 2019.
Financial Focus – November 27th, 2019
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss end of the year tax strategies in both retirement and taxable accounts.
Give a Little Bit
David Nelson joined Local 4 News This Morning to discuss charitable giving, sharing an idea you’ll be able to implement before the year ends and explaining what kind of benefits are available when making a gift using this technique.
Week of 11/17/2019 through 11/23/2019
OVERVIEW The U.S. stock market finally took a breather last week after rising for six straight weeks. The S&P 500 Index dropped about a third of a percent to end the week, and the NASDAQ Composite dropped a quarter of a percent. Developed country stocks did worse...
Financial Focus – November 20th, 2019
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss to various pieces of an estate plan that need to be considered and how to coordinate those for better outcomes.
A Dollar Saved is a Dollar Earned
In this week’s edition of 4 Your Money, David Nelson discusses how big a role currencies play in international stocks and bonds.
Week of 11/10/2019 through 11/16/2019
OVERVIEW The S&P 500 Index rose for the sixth consecutive week after notching a weekly gain of 0.89 percent. That marks the index's longest winning streak since the fourth quarter of 2017, where it rose for eight weeks in a row. Stocks in the United States...
Week of 11/03/2019 through 11/09/2019
OVERVIEW U.S. stocks rose yet another week, as the S&P 500 climbed 0.85 percent. The Dow Jones Industrial Average and the Nasdaq Composite did even better, gaining 1.22 and 1.06 percent, respectively. Although growth and small-cap stocks did well last week, value...
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