Rooted in Earnings
OVERVIEW Markets were mixed but generally quiet last week, with modest gains in several major indexes. Large-cap stocks edged higher, with the S&P 500 up 0.10% and the NASDAQ gaining 0.48%. The S&P 100 also rose 0.17%, suggesting some stabilization in...
Grain of Salt
The big news in the finance world this week was the release of the November inflation numbers. On the surface, it was a good report. The headline Consumer Price Index (CPI) posted a 2.7% y/y gain, down from 3% in September. And if we back out food and energy...
Real Rates and Risk Appetite
A lot of the time, when talking about interest rates, we talk in nominal terms. Treasury yields, mortgage rates, whatever—the stated, headline rate is the nominal rate. These matter, because they are what borrowers actually pay and lenders actually receive....
Financial Focus – December 17th, 2025
On this week’s Financial Focus, Nate and Andy walk through several important year-end tax reminders, including IRS e-filing deadlines, new deduction rules, and what to expect as tax season approaches. They also explain why rushing to file early can create more headaches than it solves.
Homeward Bound
Many investors have questions concerning how much they should own internationally versus keeping their money invested in U.S. stocks. David Nelson shares data showing how the U.S. markets typically outperform international markets by a significant margin.
Took vs. Baggins
OVERVIEW Markets were mixed last week. Large-cap growth struggled, pulling the S&P 500 down 0.63% and the NASDAQ lower by 1.62%. The S&P 100 also declined 1.00%, highlighting some pressure in the biggest names. In contrast, more cyclical and...
Testing the Fed
The Fed went ahead and cut rates again this week. It was mostly expected. The bigger question is what comes next. Looking into next year, it is not clear how many additional cuts are actually on the table. Inflation remains above the Fed’s comfort zone, and...
As the VIX Turns
In the past we’ve talked about volatility and the different ways of measuring it. The VIX, or Wall Street’s “Fear Index,” is a popular measure because it tells us how much investors expect the stock market to swing over the coming month. It measures implied,...
Financial Focus – December 10th, 2025
Year-end planning is crunch time, and this week’s Financial Focus walks through the key moves to consider before the calendar flips. From Roth conversions and retirement contributions to tax withholding and beneficiary checkups, Nate Kreinbrink explains what to review now to avoid surprises later.
To Dividend, Or Not To Dividend
Dividend investing is traditionally thought of as a safer, steady approach. James Nelson joins us to explain why dividend investing is no longer the value strategy it was in the past.
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