Financial Focus – May 20th, 2026
Marketplace insurance and premium tax credits are back in the spotlight, and one small income mistake could lead to a surprisingly large tax bill. In this week’s Financial Focus, Nate Kreinbrink and Andy Fergurson break down IRS letters, online accounts, and why tax planning matters more than ever for retirees and marketplace insurance users.
Bigger Slice
Stock valuations have been high for a while now, and many people wonder if that’s sustainable. David Nelson joins us to provide insight on why valuations have risen and if he expects them to remain elevated.
Last Man Standing
OVERVIEW Markets were mixed last week, with large-cap indexes holding up relatively well while weakness showed up across many other areas of the market. The S&P 500 finished slightly higher with a 0.13% gain, while the NASDAQ slipped 0.08%. The Dow Jones...
The Boy Who Cried Recession
For decades, the yield curve has been one of Wall Street’s favorite recession warning signs. Specifically, I’m talking about the difference between 10-year and 3-month U.S. Treasury yields. When short-term rates rise above long-term rates, the curve “inverts,”...
Put Your Money Where Your Mouth Is
This week’s indicator is all about options. Financial options, to be exact. The most common options investors use are Puts and Calls. A Call option gives you the right, but not the obligation, to buy a financial product at a set price by a certain date. A Put...
Financial Focus – May 13th, 2026
Check out this week’s Financial Focus as Nate Kreinbrink and Mike Steigerwald break down one of the biggest retirement questions people face, when to take Social Security and how to turn savings into lasting retirement income. They also explain why retirement planning is about much more than just how much you’ve saved, it’s about building a strategy that fits your life and goals.
The Real Deal
Interest rates and inflation are always a hot topic in the financial world. David Nelson shares his perspective on “real” interest rates and why it is positive news for investors and savers.
Not So Fast
OVERVIEW Markets surged higher last week, with strong gains across most major equity indexes. The S&P 500 climbed 2.33%, while the NASDAQ led with a 4.51% advance. The Dow Jones Industrials added 0.22%. Large caps also remained strong, with the S&P 100...
Fear of Heights
Most people have an instinct that buying stocks at all-time highs is a bad idea. Sure, I get it. It kind of feels like showing up late to the party. But as this week’s chart shows, you probably don’t need to be afraid. The chart comes from Goldman Sachs...
The Chicago Indicator
Go with the flow, until it reaches an extreme. That’s the concept behind this week’s indicator. I like to call it the Chicago Indicator because it measures the Bulls / (Bulls + Bears) ratio. You know, because the two major sports teams in Chicago are the Bulls...
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