Financial Focus – February 25th, 2026
Tax headlines may sound simple, but the reality is often more nuanced, especially when it comes to Social Security and the latest rule changes. This week on Financial Focus, Nate Kreinbrink and Mike Steigerwald break down what the new tax laws really mean and why claiming Social Security should be a thoughtful planning decision, not just a reaction to retirement or family history.
Leading The Way
When evaluating the overall economy, it is important investors focus on the future instead of past or current conditions. David Nelson explains the Leading Economic Indicator and how the data suggests good news for risk assets.
Financial Focus – February 18th, 2026
This week on Financial Focus, Nate Kreinbrink walks through key Social Security updates, including how the new senior deduction works and what to know if you’ve misplaced your 1099. He also explains why the timing of when you claim benefits should be a coordinated retirement decision, not just something you do the day you stop working.
Fun Flows
An ETF (Exchange-Traded Fund) is a “basket” investment that holds many different assets, such as stocks, bonds, or commodities, commonly with a similar theme or strategy. David Nelson shares how ETF’s continue to grow in popularity primarily because it provides investors instant diversification.
Financial Focus – February 11th, 2026
On this week’s Financial Focus, Nate Kreinbrink walks through key tax season reminders and highlights important retirement contribution changes for 2026, including new IRA and 401(k) limits and updated catch-up rules. He also shares practical tips to help you stay organized, adjust withholdings if needed, and start the year on the right financial foot.
The Uncertainty Puzzle
While there is significant uncertainty in the world right now, political and economic, it does not always translate to the markets. James Nelson compares sentiment data and reminds us that headlines should not drive investment decisions.
Financial Focus – February 4th, 2026
Markets feel a lot more uncertain than they did just a month ago, and that shift in mood is starting to show up in how investors are thinking about risk. This week on Financial Focus, David Nelson explains why volatility stirs emotions, why hiding in cash can quietly hurt long-term plans, and how thoughtful portfolio management is meant to help investors stay steady when markets get choppy.
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.
Financial Focus – January 28th, 2026
This week on Financial Focus, Nate Kreinbrink and Mike Steigerwald discuss how Medicare plans are evolving and why today’s coverage may not look the same a few years from now. They share why taking a long-term view of healthcare decisions can help avoid costly surprises later.
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.
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