Josh Nunn's Blog

Jul 10 – The market seems to think there are more reasons to be optimistic for the remainder of 2019 – we would be cautious to feel the same. To paint this picture, here are a few key observations we think are significant…

Jan 8 – China’s economic downturn continued last month adding to growing concerns over President Xi Jinping’s current plans to stabilize the economy and the implications of a trade agreement between China and the U.S. amid an on-going trade war...

Dec 3 – Consumer spending was up in October, signaling two-thirds of the economy is still showing optimism with their wallets, despite recent weakness abroad and a rough quarter for the stock market. There is soft data suggesting sluggish...

Nov 27 – Over the weekend, the EU and U.K. finally came to an agreement on the draft terms for the U.K.’s exit from the EU. However, risk of no-deal within the U.K. Parliament remains extremely high despite cabinet backing...

Nov 13 – Last week, the U.S. issued waivers to eight countries including China, India, Italy, South Korea, Turkey, Taiwan, Greece and Japan which allows them to continue importing Iranian crude, worsening oil producers' concerns about oversupply. On Friday, WTI and Brent...

Joshn Nunn – One of the biggest challenges that we face as financial planners is the expectation that we can predict the future. We’re not talking about predicting the winning numbers for tonight’s Powerball, but about the expectation...

By Josh Nunn – A few weeks ago, we discussed estate taxes and changes to the state exemptions with the recent passage of the Tax Cuts and Jobs Act. With the recent doubling of the federal exemption from...

By Josh Nunn – Marginal tax rates are a large part of an individual’s tax situation because, by definition, they determine the percentage an individual pays for every additional dollar of taxable income. We recently put together two charts showing the amount...

By Ryan Priess and Joshua Nunn – Financial Sense Wealth Management conducted a study looking at the returns of different sectors that underperformed the S&P 500 by at least 2 standard deviations or greater. Finding real value in “cheap” underperforming sectors is...

By Josh Nunn – Many are calling the GOP’s new tax bill was signed one of the biggest tax reforms in our nation’s recent history. However, many questions remain about the 500-page bill and how it is expected to impact...

At current valuations, many institutions are lowering their expectations based on the current macroeconomic outlook and it doesn’t look that great for US stocks overall. Below is a chart compiled by Research Affiliates that graphs the next 10-year expected returns...

The Dow has now broken above 21,000 to a new all-time high following Trump's Joint Address to Congress. We take a look at recent US manufacturing data, monetary policy, unemployment, and consumer confidence to make sense of it all...

If Trump is going to follow through on his commitment to build a wall with Mexico, yet Mexico is unwilling to pay for it directly, this may be the first country where trade tariffs become the new normal of political weaponry. Today, the White House issued a statement...

The dust of an inimitable 2016 year seems to have finally settled. The holiday season served as a wonderful escape to the political reality we found ourselves in after Election Day back in November. But as the holiday fantasia comes to an...