On A Heater

On A Heater

The stock market has continued a successful run the past several years. David Nelson shares the bigger picture by looking at historical patterns and what this current run means for investors.

Bad Sentiment, No Problem

Bad Sentiment, No Problem

The U.S. Consumer Sentiment Index tracks consumers’ confidence in the economy, reflecting their financial outlook and spending intentions. David Nelson explains how the current data shows consumer confidence at historic lows but reminds us that the markets are focused on the future, not today.

Long-Term Cycles

Long-Term Cycles

When investors evaluate long-term stock market returns, it is helpful to look through the lens of rolling 20-year periods. Nate Kreinbrink shares the history of S&P 500’s returns and where the index stands now.

Parking Spot, Not The Destination

Parking Spot, Not The Destination

Last week we discussed money market funds and why cash tools have been so popular lately. David Nelson elaborates more on real cash yields and explains why cash tools provide short-term stability but are not ideal for long-term investing.

Money on the Sidelines?

Money on the Sidelines?

In the last couple years, money market funds have been very popular. David Nelson shares the numbers behind this trend and explains why more investors are using this tool for short-term goals.

Mom-and-Pop Stress Test

Mom-and-Pop Stress Test

Unfortunately, the data continues to show struggles for small businesses. John Nelson shares the numbers on Subchapter 5 bankruptcy filings and how they could become a warning for the broader economy.