Timely Topics

You can watch/listen to the entire discussion or jump straight to a topic of interest.

Additional topics:

• Rate changes
• Fiscal Stress
• Trump Accounts: what parents need to know
• NSAG News
• Where will the stock market go next?

Additional topics:

• Currency intervention
• Back to school tax savings
• School spending trends
• NSAG News
• Where will the stock market go next?

Additional topics:

• Connectivity creates economic
• Productivity creates prosperity
• Information creates scale
• The next 250
• Where will the stock market go next?

Additional topics:

• Bond market reactions
• OPEC-XIT
• US-China summit
• NSAG News
• Where will the stock market go next?

Additional topics:

• Sports gambling
• Gambling on IPOs
• Prediction markets
• 529 Month
• Where will the stock market go next?

Additional topics:

• Shock to the oil trade
• Inflationary impacts
• Gulf War comparisons
• NSAG News
• Where will the stock market go next?

Additional topics:

• Employment bifurcation
• Electricity
• Safe haven or long-term investment?
• Tax season & 1099s
• Where will the stock market go next?

Additional topics:

• Greenland
• Credit card interest caps
• New year, new leadership
• NSAG News
• Where will the stock market go next?

Additional topics:

• 2026 Outlook
• U.S. equity leadership
• Mid-Terms
• New Year’s resolutions
• Where will the stock market go next?

Additional topics:

• Drawdowns
• Market breadth
• Earnings growth
• Valuations & Euphoria
• Where will the stock market go next?

Additional topics:

• Circular deals
• Index exposure
• Index performance
• NSAG News
• Where will the stock market go next?

Additional topics:

• Approach Example
• Buy bonds before rate cuts?
• Fed Cuts and Money Market Balances
• Consumer Delinquencies
• Where will the stock market go next?

Additional topics:

• July’s jobs report
• Update on global markets
• IPO Revival
• NSAG News (BGSU)
• Where will the stock market go next?

Additional topics:

• Federal student loan financing
• New defense budget
• Asset location
• NSAG News
• Where will the stock market go next?

Additional topics:

• Oil markets and the Middle East
• Hard economic data
• Employment
• Consumer spending
• Where will the stock market go next?

Additional topics:

• Failed big, beautiful treasury auction
• Moody’s plays catch up
• Gold Rush Update
• NSAG News
• Where will the stock market go next?

Additional topics:

• Yield pressures
• Deficits: fiscal versus trade
• Tariff supply chain impact
• 529 Month
• Where will the stock market go next?

Additional topics:

• A return to normal
• Where’s the bottom?
• FOMC Recap
• Investing at the peak of the tech bubble
• Where will the stock market go next?

Additional topics:

• Gold rush
• Chasing rainbows
• Peace talks in Riyadh
• The use of tax credits to fund private school
• Where will the stock market go next?

Additional topics:

• Tariffs or casino chips
• Project Stargate
• DeepSeek or DeepFake?
• Love/hate relationship
• Where will the stock market go next?

Additional topics:

• S&P 500 Targets
• Planning Changes in 2025
• New Year’s Resolution
• NSAG News
• Where will the stock market go next?

Additional topics:

• Tariffs
• Regulations and D.O.G.E
• Taxes
• Immigration and Deportation
• Where will the stock market go next?

Additional topics:

• Historical performance of covered call strategies
• Bull markets
• Presidential election
• NSAG News
• Where will the stock market go next?

Additional topics:

• Onset of a rate cut cycle
• Elections, wars, and civil unrest
• Security threat
• Where will the stock market go next?

Additional topics:

• What happened on August 5?
• Other potential carry trades
• Yields (CDs, MM, Corps, Munis, etc.)
• NSAG News
• Where will the stock market go next?

Additional topics:

• Stock splits
• Deficit spending
• What is recent employment data signaling?
• NSAG News
• Where will the stock market go next?

Additional topics:

• Market cap weighting versus equal weighting
• Summer auto sales
• 4th of July BBQ
• NSAG News (Nick FPQP)
• Where will the stock market go next?

Additional topics:

• Shifts in spending
• Cracks in the economy
• Where does inflation go from here?
• NSAG News
• Where will the stock market go next?

Additional topics:

• Average cost of schools
• Accounts to save for college
• Rollover a 529 into a Roth IRA
• NSAG new hires
• Where will the stock market go next?

Additional topics:

• Investing at the worst possible time
• Sitting on cash
• Recipe/food cost saving idea
• NSAG News
• Where will the equity markets go next?

Additional topics:

• Chasing rainbows
• Edible pot of gold
• Beware of cybercriminals
• NSAG News
• Where will the equity markets go next?

Additional topics:

• Investing through an election year
• Lump sum vs. dollar cost averaging
• Taxes & tax forms
• Healthy eating & a healthy budget
• Where will the equity markets go next?

Additional topics:

• S&P 500 2024 targets
• Important changes in 2024
• 401(k) changes in 2024
• New Year’s resolution
• Where will the equity markets go next?

Additional topics:

• Market internals improving?
• Holiday shopping
• The gift of time
• NSAG News
• Where will the equity markets go next?

Additional topics:

• Inflation update
• Economics and the market
• Mutual fund versus exchange traded trends
• NSAG News
• Where will the equity markets go next?

Additional topics:

• International update
• Will IPOs recover?
• Housing update
• NSAG News
• Where will the equity markets go next?

Additional topics:

• The threat of China
• Chinese real estate crisis & consumer rebound
• Student loan forgiveness & repayment
• NSAG News
• Where will the equity markets go next?

Additional topics:

• Inflation and Fed update
• Gold’s role in a portfolio and digital dollars
• Index concentration
• Where will the equity markets go next?

Additional topics:

• Economic indicators
• Fourth of July BBQ deflation
• New bull market
• NSAG News
• Where will the equity markets go next?

Additional topics:

• Debt ceiling
• Consumer finances
• Top Hat Plans
• NSAG News
• Where will the equity markets go next?

Additional topics:

• Investing for kids 8-12
• Roth IRAs for ages 14-18
• College selection & financial aid
• Where will the equity markets go next?

Additional topics:

• Impact of guarantees on returns
• Timing the market
• The FDIC can end bank runs
• Credit Suisse’s issues are different
• Where will the equity markets go next?

Additional topics:

• Housing recession
• Small business improvement
• April’s Timely preview
• Where will the equity markets go next?

Additional topics:

• Incentives to offer a new 401(k)
• Benefits for current savers
• RMD changes for retirees
• Cost of waiting
• Where will the equity markets go next?

Additional topics:

• 2023 Street consensus
• Stocks vs. bonds
• U.S. stocks vs. international and emerging stocks
• Large cap vs. small cap
• Value vs. growth stocks
• Active vs. passive management

Additional topics:

• Stock fall & thaw
• Crypto winter
• FTX collapse
• NSAG News
• Where will the equity markets go next?

Additional topics:

• Inflation boosts Social Security
• Inflation boosts retirement contribution limits & tax brackets
• Be cautious with CD rates
• NSAG News
• Where will the equity markets go next?

Additional topics:

• What is the Fed doing?
• I should have gone to bonds
• Prepare to lose a lot in retirement
• Confusion between nominal & real returns
• Where will the equity markets go next?

Additional topics:

• Taxes
• Where will the equity markets go next?

Additional topics:

• Refinancing vs. Mortgage Rates
• Housing Affordability & New Homebuyers
• Technically speaking, we might have bottomed
• Where will the equity markets go next?

Additional topics:

• The White
• & the Blue
• We're not already in a recession
• Where will the equity markets go next?

Additional topics:

• Recessions
• GDP – Contribution and Breakdown
• Inflation - Contribution and Breakdown
• S&P Price Targets
• Where will the equity markets go next?

Additional topics:

• Student loan payment pause extended to Aug. 31
• Unlocking scholarships with the ACT
• Fresh start for student loan defaults
• GDP Reading 401
• Where will the equity markets go next?

Additional topics:

• Exposure to war and potential conflict?
• Consumer spending
• Consumer balance sheet
• NSAG News
• Where will the equity markets go next?

Additional topics:

• Gold
• Black Gold
• Fool's Gold
• NSAG News
• Where will the equity markets go next?

Additional topics:

• 2021’s rough relationship
• 2022’s ugly breakup
• There’s plenty of fish in the sea
• NSAG News
• Where will the equity markets go next?

Additional topics:

• NSAG’s Macro outlook
• Equity Allocation in a rising rate environment
• New Year’s resolutions
• NSAG Revelation
• Where will the equity markets go next?

Additional topics:

• Perspective on Omicron
• Strong Economy
• Time in the market
• NSAG Rewind
• Where will the equity markets go next?

Additional topics:

• A metaverse Thanksgiving?
• Medicare premiums skyrocket
• Is inflation transitory or persistent?
• Don’t fear the rate hike
• NSAG news
• Where will the equity markets go next?

Additional topics:

• Slashing Social Security benefits
• Largest Social Security raise in 40 years
• The great deflationary migration
• Climbing the wall of suspense
• NSAG News - Recession risk remains at historic lows
• Where will the equity markets go next?

Additional topics:

• Tax Reform affects all taxpayers
• Treasury yield impact on valuations
• Rising rates impact on growth & value stocks
• Supply, demand & container ship backlog
• NSAG news
• Where will the equity markets go next?

Additional topics:

• Back to school
• The more you know… Bonds can be risky!
• Student debt payment forgiveness & delays
• Olympics, metals & your portfolio
• NSAG news
• Where will the equity markets go next?

Additional topics:

• Expect more days like July 19, 2021
• Chinese government disrupts market valuations
• Too excited about airline stocks?
• Summer Olympics impact on the markets
• NSAG news
• Where will the equity markets go next?

Additional topics:

• Deflation update
• S&P 500 continues a healthy advance
• No tantrums over a rate taper
• Is your password safe?
• NSAG news
• Where will the equity markets go next?

Additional topics:

• Will your college tuition or loans go down?
• FAFSA changes coming in 2023
• Don’t sell in May and go away, just go away!
• NSAG unveils new website & Timely Topics
• Where will the equity markets go next?

Additional topics:

• Inflation is already here
• Win for manufacturing, sales & earnings
• Is now the time to invest into ESG?
• NSAG hires Analyst Brian Duffield
• Where will the equity markets go next?

Additional topics:

• A 12-month shipping frenzy has started
• Washington to the rescue
• 2020/2021 NSAG scholarship winner!
• Stock market crash nearby?
• Where will the equity markets go next?

Additional topics:

• Rising interest rates show confidence
• Bond prices continue to get crushed
• Parts of the market are about to crash
• Surprises for 2021
• Where will the equity markets go next?

Additional topics:

• Should you cash out of the market?
• The outlooks for equities is increasing
• COVID hospitalizations have peaked
• Bubbles, bubbles everywhere!
• Where will the equity markets go next?

Additional topics:

• Deepest recession since the Depression
• Next stimulus package
• US Dollar should be a tailwind
• Six themes for 2021
• Where will the equity markets go next?

Additional topics:

• Expect the US Dollar to weaken
• Markets are looking beyond near risks
• A lesson from history
• Negative GDP forecast & your portfolio
• Where will the equity markets go next?

Additional topics:

• A lesson from history: Selling out of fear
• Nationwide productivity is slowing
• What to expect in November’s Election
• Charles Schwab aquires TD Ameritrade
• Where will the equity markets go next?

Additional topics:

• Client Question on Presidential elections
• Holiday mail orders will be impacted
• As predicted, mortgage rates are lower
• What to expect in November’s Election
• Where will the equity markets go next?

Additional topics:

• Don’t let emotion wreck your returns
• Tech’s Q3 Performance has been a dog!
• Record earnings season
• Our GARP process has not waivered
• Where will the equity markets go next?

Additional topics:

• This is not your parent’s S&P 500
• There's no such thing as a free lunch
• Early data on Covid “Wave 2”
• A Biden Presidency & your money
• Where will the equity markets go next?

Additional topics:

• Paycheck Protection Program (PPP)
• We will see a PPP 2.0?
• Odds rising for a Biden victory in November
• Companies are getting back to work
• Where will the equity markets go next?

Additional topics:

• Paycheck Protection Program (PPP)
• S&P 3100 by year end?
• Small business pre-existing conditions
• Downturn trends in Asia are reversing
• Where will the equity markets go next?

Additional topics:

• Portfolios are recovering
• Unemployment claims soar
• Conflicting recovery timelines
• Update on Federal Stimulus
• Where will the equity markets go next?

Additional topics:

• Employers and self-employed can defer Social Security
• Student loan payments suspended
• Unemployment benefits
• Airlines and airports
• Where will the market go next?

Additional topics:

• Sanders feeling the burn
• Coronavirus in a historical perspective
• Frequency of market downturns
• WHO 3/4/20 update on Coronavirus
• Where will the market go next?

Additional topics:

• Important stories
• Where will the market go next?

Additional topics:

• The World Bank warns of debt risks
• Births and net immigration trends
• Don’t abbreviate 2020
• NSAG employee departure
• Where will the market go next?