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Show of Strength

Show of Strength

OVERVIEW   Markets moved modestly higher last week, with gains across most major equity indexes. The S&P 500 rose 0.55%, while the NASDAQ led with a 1.50% advance. The Dow Jones Industrials slipped 0.44%, showing a bit of divergence beneath the surface. Large...

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High Expectations

High Expectations

  Well, here's something you probably wouldn’t have expected given everything going on in the world right now: stock market analysts are actually raising their earnings forecasts. This week's chart tracks how 12-month earnings expectations have changed across...

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Fired Up

Fired Up

  One great player can carry a team for a game. Maybe even a whole season. But the teams that win championships tend to have everybody contributing—and the same is true in the stock market. A narrow rally, where just a few giant stocks are doing the heavy...

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Financial Focus – April 22nd, 2026

Financial Focus – April 22nd, 2026

Tax season may be over, but there’s still plenty to stay on top of, from extensions and IRS letters to making smart planning decisions for the year ahead. In this week’s Financial Focus, Mike Steigerwald and Andy Fergurson share practical tips to avoid costly mistakes and take control of your tax situation before it becomes a problem.

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Breaking Even

Breaking Even

There are many events in the world today that are impacting the markets- the Iran conflict, trade tensions, and even questions about Fed independence. David Nelson shares the Treasury breakeven inflation curve to show how the bond market is processing it all and what it means for investors

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Mo Better

Mo Better

OVERVIEW   Markets surged higher last week, with strong gains across nearly every major equity benchmark. The S&P 500 climbed 4.54%, the Dow Jones Industrials rose 3.19%, and the NASDAQ led the way with a 6.84% rally. Large-cap stocks participated as well,...

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The Guidance Gap

The Guidance Gap

  When it comes to earnings estimates (or guidance), companies like to set the bar low. It’s easier to clear the bar that way. It’s pretty much a corporate tradition at this point. So when they start raising the bar on themselves, it really gets our attention....

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Holding the Line

Holding the Line

  Supply and demand. It’s probably the oldest idea in economics. When buyers outnumber sellers, prices go up. When sellers outnumber buyers, prices fall. It’s intuitive enough that most people learned it long before they ever thought about investing. But here’s...

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Financial Focus – April 22nd, 2026

Financial Focus – April 15th, 2026

Tax day is here, and on this week’s Financial Focus, Nate Kreinbrink sits down with Andy Fergurson to walk through everything you need to know before the April 15th deadline. Check out this week’s program for a breakdown of extensions, what to expect after tax season, and more.

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Earning It

Earning It

The stock market hit another record high this week, continuing the strong performance of the last few years. James Nelson explains where the growth is coming from and why returns driven by real earnings growth are more sustainable.

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