Blog

Staying Afloat

Staying Afloat

The stock market snapped an eight-day winning streak last week but ended on another upbeat note. In this week’s commentary, we look at the price action and how it’s managed to keep the market afloat this year.

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Market Gusts and Zweig Thrusts

Market Gusts and Zweig Thrusts

  This week’s featured indicator is the Zweig Thrust Indicator, named after the savvy financial analyst and investor Martin Zweig. This so-called market breadth indicator is all about figuring out how strong a market rally is. The indicator (shown as the orange...

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Financial Focus – November 8th, 2023

Financial Focus – November 8th, 2023

In this week’s Financial Focus program, Nate Kreinbrink and James Nelson discuss the upcoming Medicare open enrollment period, as well as the importance of year-end tax planning. They emphasize the importance of understanding how different aspects of personal finance, such as insurance, taxes, investments, and estate planning, are interconnected, and they also mention the upcoming expiration of certain tax laws and the potential benefits of Roth conversions.

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The Sahm Rule

The Sahm Rule

  The latest jobs report brought some interesting insights into our economy. In October, the unemployment rate rose to 3.9%. While still low by historical standards, it is a notable increase from the 3.4% low in April. A jump this size often raises fears that a...

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Rebound

Rebound

The stock market staged an impressive comeback last week, fueled by falling interest rates and a surge in bearish sentiment. However, the weight of the evidence suggests there is more work needed to sustain a recovery due to factors such as the challenging technical backdrop and elevated stock valuations.

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Financial Focus – November 8th, 2023

Financial Focus – November 1st, 2023

In this week’s episode of Financial Focus, David Nelson and host Gary Determan chat about the exciting Iowa women’s basketball season ahead. They also explore the financial opportunities arising from NIL (Name, Image, and Likeness) in college sports. David shares why the end of the year has historically been good for the stock market and discusses the benefits of donor-advised funds for charitable giving.

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When Cash Is King

When Cash Is King

  In the long run, stocks beat cash. That’s a well-established fact. But the problem with the long run is that it’s so, well… long. Over shorter periods of time, stocks can be quite volatile, like a roller coaster, and in those instances, cash can sometimes come...

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Dormant Defense

Dormant Defense

  The markets are getting bumpy, so let's dive into this week's topic: the SHUT Index and what it's revealing about the current state of financial markets. The SHUT Index, which stands for Staples, Healthcare, Utilities, and Telecommunications, includes sectors...

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