Financial Focus – September 20th, 2023
In this week’s episode of Financial Focus, our hosts Nate Kreinbrink and Mike Steigerwald highlight the need to tailor financial strategies to individual circumstances. They discuss topics related to tax planning, retirement income, and investment choices, while cautioning against blindly following advice based on others’ experiences.
Hanging by a Thread
The theme of this week’s market commentary is “hanging by a thread.” We highlight a few indicators illustrating why the current state of the stock market is precarious—including a chart that underscores the fragility of this year’s gains—and discuss the implications of this situation for our primary stock market risk model.
Are We There Yet?
A key question—perhaps THE key question—of the year is: has the Federal Reserve done enough to get inflation under control? There are a couple of schools of thought out there on this question. The first suggests that the Fed simply needs to get the Federal...
Looking Down
We have talked about various measures of sentiment over the past year. David Nelson explains what he is currently watching on that front and what it means for viewers looking to put investment dollars to work.
Reversing Course
July 28th, 2023. That was the day the S&P 500 index reached its highest level of the year (so far). Since then, the market has tumbled. As of this writing, the S&P 500 index is down roughly 7% from its summer high. After two months of a down market,...
Playing Chicken
OVERVIEW U.S. stocks fell last week as volatility reemerged on Wall Street. The VIX Index—a measure of investors’ expectations for market volatility—rose 25% for the week. The result was pretty large losses for the major U.S. stock indices. The S&P 500 fell...
Market Deciding
The stock rally that started last fall has gotten choppy recently. David Nelson shares what he thinks market participants are thinking and how it may affect viewers’ investments.
Scarce Credit
Americans love to spend money. That’s what we do. Resilient American consumers have helped support an economy this year that many believed would slow dramatically. However, as our featured chart this week shows, an important source of consumer spending is now...
The Return of Rising Rates
Short-term rates are on fire. The 2-year Treasury rate—a rough proxy for where the market thinks the Fed is headed with interest rates—rose to its highest level in 17 years this week. This is significant because sharp increases in short-term interest rates have...
Financial Focus – September 13th, 2023
James Nelson joins Nate Kreinbrink in this week’s episode of Financial Focus to discuss the importance of financial planning in the fourth quarter of the year. They touch on topics like retirement account contributions, Roth conversions, tax withholdings, portfolio rebalancing, and the changing landscape of retirement savings.
880 13th Avenue North
Clinton, Iowa 52732
563-242-9042
5465 Utica Ridge Road
Davenport, Iowa 52807
563-823-0532
9079 East Tamarack Drive
Dubuque, Iowa 52003
800-248-9042
info@nelsoncorp.com
Fax: 563-242-9062
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and NelsonCorp Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, AR, CA, CO, CT, FL, GA, IA, IL, IN, ME, MI, MN, MO, NC, NJ, NY, SD, TN, TX, UT, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. Investing involves risk. Depending on the different types of investments there may be varying degrees of risk. Clients and prospective clients should be prepared to bear investment loss including loss of original principal.
Cambridge’s Form CRS (Customer Relationship Summary)
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, NelsonCorp Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.