Financial Focus – August 16th, 2023
Tune into this week’s episode of Financial Focus, where Nate Kreinbrink and Andy Fergurson discuss upcoming changes related to reporting income from digital payment apps like Venmo and PayPal on tax returns.
It’s Relative
Last week, we heard that summer months are typically a weaker time of year for stocks. David Nelson lets us know if he sees evidence to warrant caution by investors.
Respect the Trend, but Heed the Rates
OVERVIEW It was a mixed bag of results for the major U.S. stock indices last week. While the tech-heavy Nasdaq fell 1.9%—its second straight weekly decline—the Dow rose 0.62%, its fourth weekly gain in the past five weeks. The S&P 500 ended somewhere in the...
All Quiet on the Equity Front
It’s been pretty quiet in the stock market lately. Since about mid-March, or 100 trading days ago, the S&P 500 Index has been moving steadily higher without much fanfare. Our featured chart above illustrates just how quiet this move has been. The chart’s...
Revisiting the Real Earnings Yield
Last April, we talked about the real earnings yield indicator and how a continued fall in inflation could eventually bring the indicator into positive (bullish) territory. This week I want to give an update on how things are going. But first, here’s a quick...
Financial Focus – August 9th, 2023
Welcome this week’s edition of Financial Focus, where Nate Kreinbrink discusses retirement planning and readiness, emphasizes the importance of assessing one’s expenses and financial situation in preparation for retirement, and also covers topics such as budgeting, handling expenses, healthcare insurance, finding purpose in retirement, and making the transition from a regular paycheck to retirement income.
That Time of Year
After an impressive rally so far this year, stocks have slowed the past couple weeks. David Nelson tells us what he is watching to see what is coming next.
Time for a Breather
OVERVIEW The U.S. stock market slid last week as volatility picked up on Wall Street. The VIX index, a measure of stock market volatility, surged more than 28% to a level of 17.10. The Dow posted a weekly decline of around 1%, and the S&P 500 and Nasdaq...
As Good as Old
This week’s chart reveals a remarkable little fact about the current state of the U.S. housing market: new homes are just as affordable as old ones. Typically, as you can see on the chart, new homes are much more expensive than existing ones already on the...
The Return of Return on Equity
Last year on this blog, we highlighted how a surge in interest rates had led to an environment in which stocks were poorly valued based on profitability measures like Return on Equity (ROE), which measures how much a company earns for each dollar of equity...
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