Additional topics:
- July’s jobs report
- Update on global markets
- IPO Revival
- NSAG News (BGSU)
- Where will the stock market go next?
Tax policy
August 2025
Additional topics:
- Federal student loan financing
- New defense budget
- Asset location
- NSAG News
- Where will the stock market go next?
Freedom isn’t free
July 2025
Additional topics:
- Oil markets and the Middle East
- Hard economic data
- Employment
- Consumer spending
- Where will the stock market go next?
Consumer sentiment
June 2025
Additional topics:
- Failed big, beautiful treasury auction
- Moody’s plays catch up
- Gold Rush Update
- NSAG News
- Where will the stock market go next?
Unpacking Liberation Day
May 2025
Additional topics:
- Yield pressures
- Deficits: fiscal versus trade
- Tariff supply chain impact
- 529 Month
- Where will the stock market go next?
Cut costs and combat inflation: NSAG brings you Monarch Money for free!
April 2025
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?
American Exceptionalism
March 2025
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?
College football national championship
February 2025
Additional topics:
- Tariffs or casino chips
- Project Stargate
- DeepSeek or DeepFake?
- Love/hate relationship
- Where will the stock market go next?
2024 Recap
January 2025
Additional topics:
- S&P 500 Targets
- Planning Changes in 2025
- New Year’s Resolution
- NSAG News
- Where will the stock market go next?
A Unified Government Structure
December 2024
Additional topics:
- Tariffs
- Regulations and D.O.G.E
- Taxes
- Immigration and Deportation
- Where will the stock market go next?
Covered call strategies
November 2024
Additional topics:
- Historical performance of covered call strategies
- Bull markets
- Presidential election
- NSAG News
- Where will the stock market go next?
Inflation update
October 2024
Additional topics:
- Onset of a rate cut cycle
- Elections, wars, and civil unrest
- Security threat
- Where will the stock market go next?
Medicare changes
September 2024
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?
Market breadth
August 2024
Additional topics:
- Stock splits
- Deficit spending
- What is recent employment data signaling?
- NSAG News
- Where will the stock market go next?
Beware of a narrow market
July 2024
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?
Inflation-adjusted wages
June 2024
Additional topics:
- Shifts in spending
- Cracks in the economy
- Where does inflation go from here?
- NSAG News
- Where will the stock market go next?
College tuition inflation
May 2024
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?
Diamonds, diamonds everywhere
April 2024
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?
Luck running out?
March 2024
Additional topics:
- Chasing rainbows
- Edible pot of gold
- Beware of cybercriminals
- NSAG News
- Where will the equity markets go next?
Red Sea trade disruptions
February 2024
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?
Markets at an all-time high?
January 2024
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?
Market seasonality
December 2023
Additional topics:
- Market internals improving?
- Holiday shopping
- The gift of time
- NSAG News
- Where will the equity markets go next?
Israel-Hamas War
November 2023
Additional topics:
- Inflation update
- Economics and the market
- Mutual fund versus exchange traded trends
- NSAG News
- Where will the equity markets go next?
Stocks vs. bonds
October 2023
Additional topics:
- International update
- Will IPOs recover?
- Housing update
- NSAG News
- Where will the equity markets go next?
U.S. debt downgrade
September 2023
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?
Sell at next market high?
August 2023
Additional topics:
- Inflation and Fed update
- Gold’s role in a portfolio and digital dollars
- Index concentration
- Where will the equity markets go next?
Overbought reversal or new trend?
July 2023
Additional topics:
- Economic indicators
- Fourth of July BBQ deflation
- New bull market
- NSAG News
- Where will the equity markets go next?
I-Bond rate slashed
June 2023
Additional topics:
- Debt ceiling
- Consumer finances
- Top Hat Plans
- NSAG News
- Where will the equity markets go next?
529s for ages 0-100
May 2023
Additional topics:
- Investing for kids 8-12
- Roth IRAs for ages 14-18
- College selection & financial aid
- Where will the equity markets go next?
Investors and their biases
April 2023
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?
Avoidable recession?
March 2023
Additional topics:
- Housing recession
- Small business improvement
- April’s Timely preview
- Where will the equity markets go next?
Retirement plan overhaul
February 2023
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?
2022 Recap
January 2023
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
Student loan freeze continues
December 2022
Additional topics:
- Stock fall & thaw
- Crypto winter
- FTX collapse
- NSAG News
- Where will the equity markets go next?
Thanksgiving 2022
November 2022
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?
Record oversold conditions?
October 2022
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?
Pending Adjustable-Rate Mortgage problem?
August 2022
Additional topics:
- Refinancing vs. Mortgage Rates
- Housing Affordability & New Homebuyers
- Technically speaking, we might have bottomed
- Where will the equity markets go next?
Business Cycles / Mean Reversion
June 2022
Additional topics:
- Recessions
- GDP – Contribution and Breakdown
- Inflation - Contribution and Breakdown
- S&P Price Targets
- Where will the equity markets go next?
9 amazing advantages of 529 plans
May 2022
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?
Bear market or correction?
April 2022
Additional topics:
- Exposure to war and potential conflict?
- Consumer spending
- Consumer balance sheet
- NSAG News
- Where will the equity markets go next?
Putin’s grab for Ukraine
March 2022
Additional topics:
- Gold
- Black Gold
- Fool's Gold
- NSAG News
- Where will the equity markets go next?
2020’s love affair
February 2022
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?
Positive returns for 2022?
January 2022
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?
Gratitude
December 2021
Additional topics:
- Perspective on Omicron
- Strong Economy
- Time in the market
- NSAG Rewind
- Where will the equity markets go next?
A metaverse Thanksgiving?
November 2021
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?
Tricks & Treats
October 2021
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?
Tax Reform
September 2021
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?
Back to School
August 2021
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?
Expect more days like July 19, 2021
July 2021
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?
Deflation Update
June 2021
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?
College planning post COVID
May 2021
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?
Hold off on that big purchase?
April 2021
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?
The Roaring 2020s
March 2021
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?
Bubbles everywhere!
February 2021
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?
Professionals are optimistic
January 2021
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?
Thank you & happy holidays
December 2020
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?
Pause and give thanks
November 2020
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?
Washington & your portfolio
October 2020
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?
Fidelity re-confirms bull
September 2020
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?
Presidential market impact
August 2020
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?
Summer doldrums are here
July 2020
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?
A tale of two recessions
June 2020
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?
Saving Main Street
May 2020
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?
Ohio is preparing reopen
April 2020
Additional topics:
- Portfolios are recovering
- Unemployment claims soar
- Conflicting recovery timelines
- Update on Federal Stimulus
- Where will the equity markets go next?
Stimulus to the rescue
March 2020 #2
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?
Market meltdown
March 2020
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?
World War III called off
January 2020
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?