High Quality
In the past year, the U.S. stock market has generally been trending upward. However, what's interesting is that most of the gains have come from a particular kind of factor: quality. The Quality Factor Index, shown as the green line on the chart above,...
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.
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...
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.
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...
Small-Caps Getting Smaller
David Nelson is here to explain which segments of the market look shakiest and how this data relates to viewers’ investments.
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.
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.
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...
Earnings Surprise
David Nelson joins us to share what he is watching with the recent stock market volatility and how viewers may use this information.
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