Financial Focus – October 25th, 2023
Check out this week’s newest edition of Financial Focus, where Nate Kreinbrink and Andy Fergurson discuss the importance of vetting charities before making donations, tax planning, and the complexities of Roth conversions. They also touch on the need for coordination between tax and investment decisions and briefly mention the upcoming Medicare open enrollment period.
Sagging Stocks
The leaves are falling, and so is the stock market. In this week’s commentary, we discuss the recent setbacks in the market’s technical price movements, delve into some valuable information offered by the yield curve concerning the economic environment, and spotlight why year-end seasonality could be a potential bright spot for the market.
No Peaks, No Problem
It’s been a while since the S&P 500 stock index made a record high. As our featured chart this week shows, there have been zero record highs this year; in fact, it’s been 21 months since the stock market last reached a record high, the longest streak in a...
Volatility Spike
The VIX Index is one of those esoteric things that financial professionals think about frequently but likely goes unnoticed by the average person. Therefore, in this week's discussion, we'll shed some light on the VIX Index and highlight why it’s one of our...
Financial Focus – October 18th, 2023
In this week’s episode of Financial Focus, David Nelson discusses the challenges that come with winning a large sum of money, such as the recent billion-dollar Powerball jackpot, and the importance of financial planning and responsible decision-making. He also emphasizes the need for individuals to be aware of their mutual fund distributions and to consider maximizing contributions to retirement accounts.
Mind the Gap
The U.S. stock market has been on shaky ground lately, wedged between moving averages and facing resistance from a recent technical “gap.” In this week’s commentary, we’ll discuss the “twin breakouts” plaguing markets and explore the key factors that could influence a potential year-end rally.
Strong Labor Market
We have talked often this year about the relationship between the jobs market and inflation. David Nelson tells us the latest on that front and what implications this relationship has for viewers’ investments.
Earnings Lifeline
Higher interest rates have been a thorn in the side of the stock market for many months now. But fortunately, relief appears to be on the way—and it’s coming in the form of improved stock market earnings. Our featured chart above shows the 12-month forward (or...
Stochastic Sleuthing
At times, the stock market can seem like a mystery—a hard-to-solve puzzle. But like any good detective, we have tools to help peel away the layers and unearth some underlying truths about the stock market. One such tool is an indicator called a stochastic. A...
Less Quitting
The latest inflation figures for September were unveiled this week. The main takeaway was that consumer prices, which rose 3.7% from a year ago, remain slightly elevated—but underlying cost pressures are also starting to ease. One of those underlying cost...
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