Financial Focus – November 22nd, 2023
In this week’s Financial Focus on KROS, Nate Kreinbrink and Andy Fergurson discuss recent updates in tax regulations, including the delay of the 1099-K reporting requirement until 2024, with the threshold raised to $5,000. They also touch on the 2024 cost of living adjustments, Medicare Part B premiums, and increased contribution limits for IRAs and Roth accounts.
Financial Focus – November 29th, 2023
Check out this week’s episode of Financial Focus, where hosts Nate Kreinbrink and Mike Steigerwald discuss the holiday season and emphasize the significance of year-end financial planning. The program covers topics such as Roth conversions, tax planning, and the limited time available before the year-end deadline. They also highlight the ease of updating beneficiary designations on various accounts and stress the importance of having open conversations with family about financial plans during the holidays.
Talking Turkey
Turkey Day is here, and that is historically bullish for stocks. Yet, extreme investor optimism raises caution. Let’s dive into this week’s commentary to find out if the market’s recent price action is sustainable.
Progress
It seems like we have talked about the poor performance of bonds now for years. David Nelson joins us to share what he thinks changes that dynamic and what it means for viewers’ investments.
Marching to New Highs
This week’s chart is called a percentage drawdown or percentage off high chart. It’s a visual representation of the decline in the value of the stock market from its peak to its lowest point, expressed as a percentage. For example, the last time the S&P 500...
The Baker’s Dozen Barometer
This week, we're looking at something called the 13-Index New High & New Low Barometer. It gives us a combined view of 13 different stock market indexes from around the world, telling us how strong global stocks are. Basically, it’s a health check for the...
Turnaround
Lately, it seems that stocks have gotten a second wind this year. David Nelson is here to explain what has been driving the recent performance and what it means for investors’ savings.
Bunny Rally
Thanksgiving is here, but the market is feeling more like Easter, with the S&P 500 bouncing back like an energetic bunny. This week’s commentary discusses what’s got investors in such a festive mood and points out some interesting dynamics related to market breadth.
Financial Focus – November 15th, 2023
In this week’s episode of Financial Focus, Nate Kreinbrink and Mike Steigerwald discuss the new contribution limits for IRAs and 401k plans for the upcoming year. They also review the Social Security cost of living adjustment, the Medicare Part B premiums for 2024, and emphasize the importance of year-end tax planning.
Mortgage Tailwind
With mortgage rates continuing to climb, we still have not seen major housing price declines as some thought we might. James Nelson explains the dynamics at play here and what it means for viewers who might be considering a move.
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