Income Competition
When it comes to generating income in retirement, an investor has two primary choices: stocks and bonds. A bond is straightforward; the income comes from the bond’s yield. On the other hand, stocks throw off dividends, which have the potential to be lucrative...
Macro Take the Wheel
OVERVIEW The U.S. stock market was mixed last week. The S&P 500 lost 1.55%, and the Nasdaq Composite dropped 3.11%. However, the Dow Jones Industrial Average registered gains of 1.15%. Foreign stocks declined, with developed country markets dropping 1.35%...
Estimating Earnings
Third quarter earnings season is upon us. So, for this week’s featured chart, we show the consensus estimates for year-over-year growth in S&P 500 reported earnings per share by calendar year. The two lines I want to focus on are the light blue and orange...
Hitting the Brakes
Earnings are an important driver of stock market returns. But the stock market is a complicated beast—it doesn’t just trade off earnings growth alone. The key insight of this week's featured indicator is that the market trades off the change in the earnings...
Waypoints
OVERVIEW Despite a volatile week, the major U.S. stock indices registered gains, snapping a three-week losing streak. The S&P 500 gained 1.5%, the Dow Jones Industrial Average rose 2%, and the Nasdaq Composite climbed 0.7%. Bonds were mixed, however. The...
Speed Kills
For this week’s featured chart, we want to highlight a theme that’s dominated the stock market this year. It has to do with the Fed, its rate-hiking cycle, and how that affects stock market returns. The chart shows that, historically, the speed at which the Fed...
Better Bargain
This week’s featured indicator looks at the stock market's median price-to-earnings (P/E) ratio to measure valuation. For those unfamiliar, the P/E ratio is the price of a stock divided by its earnings per share. The higher the ratio, the more investors are...
Extreme Sentiment
OVERVIEW Last week, U.S. stocks tumbled to their lowest level since November 2020. The S&P 500 fell 2.9% to close the week and is now down 25.2% from its January 3rd closing high. The Dow Jones Industrial Average also dropped 2.9% for the week, and the...
Shedding a Few Pounds
The British pound—the currency of the United Kingdom—was the star of the show of the financial world this week. It made the news because the leaders of the U.K.’s new government laid out a plan to cut taxes and pay for it by borrowing roughly £45 billion over...
More Puts Than Calls
Let’s say you’re an investor, and you want to place a bullish bet on the stock market. One way to do this would be to buy a call option. The value of a call option goes up when the price of a stock (or stock index) goes up—and it does so at a faster rate than...
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.