Financial Focus – February 12th, 2025
This week’s Financial Focus dives into the tricky world of Social Security, breaking down why claiming early might not be the best move and how waiting can mean bigger checks down the road. Nate and Mike keep it real with talk of retirement puzzles, surprise penalties, and why planning for a long life (instead of a short one) is the smarter bet.
Expensive Taste
Investors like to keep an eye on valuations to know if the market is fairly priced or overpriced. David Nelson joins us to explain the Shiller CAPE Ratio and notes if investors should be concerned about these high valuations.
Drifting, But Not Drowning
The market is running in place—strong earnings are fueling optimism, but rising inflation is creating new headwinds. Will stocks push higher or remain stuck in place? Check out this week’s commentary for the full breakdown.
How Does This Bull Stack Up?
Some bull markets sprint. Others grind higher, slow and steady. A few explode out of the gate and never look back. The current one? It’s moving at a measured pace—respectable, but not outpacing history. This week’s chart tracks the Global Stock Price Index...
Running on Empty
Something’s off. At first glance, the S&P 500 seems to be doing OK, but something doesn’t add up. One of our key indicators—the NDR Combination High-Low Logic Index—is running hot. And when this thing gets too high, history says it’s a warning. Let’s talk...
Financial Focus – February 5th, 2025
Nate and Mike kick off this week’s Financial Focus by unpacking the tricky rules on inherited retirement accounts and the tax pitfalls non-spouse beneficiaries face. They break down key strategies to minimize taxes, avoid costly mistakes, and make the most of retirement assets through smart planning.
Leadoff Hitter
Reacceleration has been the economic trend around the globe but will it continue in 2025? David Nelson joins us to share the Composite Leading Indicator (CLI) and explains how this index is a good gauge for what is ahead in the global economy.
Bulls, Bears, and Barometers
In this week’s commentary, we discuss two key market signals—one based on sentiment, the other on seasonality—that could shape what happens next. With investor optimism rising and a strong January in the books, will the rally pick up steam or stall out?
Financial Focus – January 29th, 2025
This week’s Financial Focus covers Medicare enrollment, highlighting key timeframes, plan options, and common misconceptions. Nate Kreinbrink and Mike Steigerwald emphasize the importance of understanding changes in coverage, avoiding penalties, and reviewing plan details to make informed decisions.
About-Face
The Federal Reserve prides itself on being data-driven, but this chart shows just how quickly their outlook can shift. It shows the percentage of Fed members who view rising inflation as a greater risk than falling prices. For most of the past decade, that...
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