Financial Focus – September 18th, 2024
In this episode of Financial Focus, Nate Kreinbrink and Andy Fergurson discuss tax planning strategies, highlighting the benefits of long-term capital gains over ordinary income. They also explain the difference between employer 401(k) matching and maximum contributions, offering advice on traditional vs. Roth 401(k) options.
Really Bullish
More households have been making moves in the stock market recently. David Nelson joins us to highlight this investor behavior and advises us to avoid overallocation and extremes.
Out of Alignment
Curious about which sectors are steering the market lately? In this week’s commentary, we break down the surprising leaders and why the market still feels like it’s stuck in neutral.
Take it Easy
Fast or slow? When it comes to rate cuts, this week’s featured chart suggests that slower is better. The chart shows how the S&P 500 has historically responded to different rate-cut speeds. There have been eight "slow cycles" where the Fed reduced rates...
Corporate Cuts
This week’s indicator is all about that nasty word nobody likes: layoffs. Why layoffs? Because when they start to rise, it can signal that the job market is cooling off—often before we see it in other stats like initial jobless claims. This makes it a useful...
Financial Focus – September 11th, 2024
In this week’s episode of Financial Focus, Nate Kreinbrink discusses pensions and explains the various payout options available to retirees, including single life annuities, beneficiary options, and lump-sum payouts. He also emphasizes the importance of making pension decisions based on individual needs and long-term planning.
Real-Time Tracking
We’ve seen some positive changes to economic growth figures recently. David Nelson offers his insights from the latest data and explains why he still advises investors to proceed with caution.
Bad News is Bad News
Bad news is bad news again. In this week’s commentary, we explore how weak economic data is unsettling investors and what to expect in this shifting market environment.
The Job Seeker’s Ratio
The market got a jolt from the latest JOLTS (Job Openings and Labor Turnover Survey) report this week. According to the latest data from the Bureau of Labor Statistics, the number of job openings in the U.S. dropped to 7.67 million in July. That’s the lowest...
Central Banks on the Move
When it comes to financial markets, central banks matter. They’re a big player. What they do affects almost everything in the economy, so it's important to keep an eye on their moves and know their policies. That’s where this week’s indicator comes into play....
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