Financial Focus

Financial Focus

In this week’s episode of Financial Focus, David Nelson reflects on the previous year’s market performance, delves into the emotional side of investing, and discusses proactive strategies for managing market ups and downs.

Financial Focus

Financial Focus – December 6th, 2023

Check out this week’s episode of Financial Focus, featuring David Nelson discussing positive market trends, including the Santa Claus rally and improvements in real estate and bonds. He emphasizes the role of sentiment in investments and highlights NelsonCorp’s team-based wealth management approach. The episode briefly touches on the addition of Medicare planning and the recent passing of Charlie Munger.

Financial Focus

Financial Focus – November 22nd, 2023

In this week’s Financial Focus on KROS, Nate Kreinbrink and Andy Fergurson discuss recent updates in tax regulations, including the delay of the 1099-K reporting requirement until 2024, with the threshold raised to $5,000. They also touch on the 2024 cost of living adjustments, Medicare Part B premiums, and increased contribution limits for IRAs and Roth accounts.