Financial Focus – February 5th, 2025
Nate and Mike kick off this week’s Financial Focus by unpacking the tricky rules on inherited retirement accounts and the tax pitfalls non-spouse beneficiaries face. They break down key strategies to minimize taxes, avoid costly mistakes, and make the most of retirement assets through smart planning.
Leadoff Hitter
Reacceleration has been the economic trend around the globe but will it continue in 2025? David Nelson joins us to share the Composite Leading Indicator (CLI) and explains how this index is a good gauge for what is ahead in the global economy.
Bulls, Bears, and Barometers
In this week’s commentary, we discuss two key market signals—one based on sentiment, the other on seasonality—that could shape what happens next. With investor optimism rising and a strong January in the books, will the rally pick up steam or stall out?
Financial Focus – January 29th, 2025
This week’s Financial Focus covers Medicare enrollment, highlighting key timeframes, plan options, and common misconceptions. Nate Kreinbrink and Mike Steigerwald emphasize the importance of understanding changes in coverage, avoiding penalties, and reviewing plan details to make informed decisions.
About-Face
The Federal Reserve prides itself on being data-driven, but this chart shows just how quickly their outlook can shift. It shows the percentage of Fed members who view rising inflation as a greater risk than falling prices. For most of the past decade, that...
The Wealth Effect
Some say the economy is on shaky ground. They point to high interest rates. They talk about inflation. They worry about a slowdown. But if you look at household wealth, you’d see a different story. This week’s indicator, Household Real Estate vs. Household...
Policy Uncertainty
We always hear how the markets tend to react negatively in times of uncertainty. James Nelson is here to explain why investors should be cautious right now and prepared for some volatility.
Owner of a Lonely Trend
The stock market has had a nice recovery in recent weeks. But the evidence suggests it’s increasingly marching to its own beat. Check out this week’s commentary, where we break down two key indicators to watch.
I Got 5 On It
Here’s a fun fact: Since 1885, the S&P 500 has historically performed the best in years ending in “5.” Strange, right? But it’s true! This week’s chart breaks down the average (median) return for each year of a decade, and the standout is clear—years ending...
What’s Fair is Fair
This week’s indicator focuses on the U.S. 10-Year Treasury Fair Value Model, a tool designed to gauge whether 10-year Treasury yields are too high, too low, or just right. With interest rates playing such a pivotal role in the markets, knowing when Treasuries...
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