Financial Focus – August 30th, 2023
In this week’s episode of Financial Focus, Nate Kreinbrink walks us through various financial planning topics, such as the importance of reviewing budgets, considering contributions to retirement plans, checking investment portfolios, updating beneficiaries, and tax loss harvesting as part of a comprehensive financial roadmap.
Required Distributions not Required
There have been many changes to retirement account rules since the SECURE Act came onto the scene in 2019. James Nelson shares the developments he believes are important for viewers to watch and if they may affect their beneficiaries.
Choppy
OVERVIEW It was a mixed bag of results for U.S. stocks last week. The S&P rose 0.82%, the Nasdaq soared 2.26%, and the Dow fell 0.45%. Growth stocks led the way, gaining 1.66%, whereas value stocks declined 0.25%. Small caps also fell about 0.4%. It was a...
Let’s Get Real
This week’s chart shows the yield on 10-year TIPS—Treasury Inflation-Protected Securities—or what is more commonly known as “real yields.” Real, in this sense, means the rate is adjusted for inflation, so it tells us whether the interest rates on government...
Rapid Rates
This week’s indicator focuses on interest rates—and why rapid changes in interest rates can negatively affect the stock market. When we talk about interest rates in the financial world, we often reference the 10-year Treasury rate, the rate at which the federal...
Financial Focus – August 23rd, 2023
Welcome to this week’s episode of Financial Focus, where Nate Kreinbrink and Mike Steigerwald discuss topics related to tax planning and some strategies such as Roth conversions and Social Security timing to optimize retirement finances.
Feeling Better
Over the past couple of weeks, we have discussed some current risks that markets face. Nate Kreinbrink shares the positive signs he has seen for investors.
Price Weakness
OVERVIEW All three major U.S. stock indices fell more than 2% last week as the S&P 500 and the Nasdaq recorded their third consecutive weekly declines. Small-cap stocks performed even worse, dropping around 3.4% for the week. Even foreign stocks were under...
Intimidation
James Carville has a famous quote about the bond market. It goes, “I used to think that if there was reincarnation, I wanted to come back as the President, or the Pope, or as a .400 baseball hitter. But now, I would want to come back as the bond market. You can...
So Far, So Good
This week’s indicator is called the Global Recession Probability Model. It uses a statistical technique called “logistic regression” to identify when global economic growth might slow down, with the probability ranging from 0% to 100%. We talked about this...
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