Mild Risk-Off
OVERVIEW Markets ended the week on softer footing, with U.S. equities broadly lower. The S&P 500 declined 0.44%, the Dow Jones Industrials fell 1.31%, and the NASDAQ dropped 0.95%. Large-cap stocks were under pressure as well, with the S&P 100 down...
Bond Boost
Despite all the consternation and hoopla surrounding the stock market, AI disruption, and all the rest, one asset class actually had a pretty good month: bonds. U.S. Treasury bonds, in particular, did well in February. As our Chart of the Week shows, the...
King of the Hill
There’s a saying on Wall Street that says you should always “keep the trend your friend.” What is generally meant by that is whatever the market is doing from a price standpoint, you should probably try and follow along with it. In other words, don’t fight it....
Financial Focus – February 25th, 2026
Tax headlines may sound simple, but the reality is often more nuanced, especially when it comes to Social Security and the latest rule changes. This week on Financial Focus, Nate Kreinbrink and Mike Steigerwald break down what the new tax laws really mean and why claiming Social Security should be a thoughtful planning decision, not just a reaction to retirement or family history.
Leading The Way
When evaluating the overall economy, it is important investors focus on the future instead of past or current conditions. David Nelson explains the Leading Economic Indicator and how the data suggests good news for risk assets.
The Highs and the Lows
OVERVIEW Markets finished the week on firmer footing, with broad participation across most asset classes. The S&P 500 gained 1.07%, the Dow Jones Industrials rose 0.25%, and the NASDAQ added 1.51%. Large-cap stocks participated as well, with the S&P 100...
Valuation Gap
Over the last decade, investing has often felt like “just own U.S. stocks and move on.” This week’s chart shows why. After the Global Financial Crisis, U.S. and international stocks were valued pretty similarly. But then large-cap tech took off. Earnings were...
Liquid Courage
Liquidity is one of those market words that gets thrown around a lot. But what does it actually mean? At its core, liquidity is simply how much money is sloshing around in the financial system. When liquidity is plentiful, there is more capital available to...
Financial Focus – February 18th, 2026
This week on Financial Focus, Nate Kreinbrink walks through key Social Security updates, including how the new senior deduction works and what to know if you’ve misplaced your 1099. He also explains why the timing of when you claim benefits should be a coordinated retirement decision, not just something you do the day you stop working.
Fun Flows
An ETF (Exchange-Traded Fund) is a “basket” investment that holds many different assets, such as stocks, bonds, or commodities, commonly with a similar theme or strategy. David Nelson shares how ETF’s continue to grow in popularity primarily because it provides investors instant diversification.
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