Josh Nunn's Blog

Associate Wealth Manager
josh [dot] nunn [at] financialsense [dot] com ()

Josh joined Financial Sense® Wealth Management in 2016 as a Financial Analyst Intern. He is currently a Finance student at San Diego State University and is on track to graduate in the Spring of 2019 with a B.S. in Business Administration with an emphasis in Financial Services. Today, his role with Financial Sense® Advisors, Inc. is Associate Wealth Manager. His professional registrations include FINRA License Series 7 and FINRA License Series 66 Uniform Combined State Law. Josh plans to sit for the Certified Financial Planning designation exam next fall. In his free time, Josh enjoys producing music, skiing, discussing politics, studying economics, and spending time with friends and family.

Macro-Nutrients: Consumers Show Holiday Cheer, G-20 Aftermath and Emerging Opportunities Abroad

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...

Macro-Nutrients: Brexit, A Neutral Rate & The Trump-China Face Off at G-20

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...

Macro Nutrients: Oil Slumps, Midterm Aftermath and the Coppock

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...

Where Most Financial Planners Get It Wrong

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...

Study: These States Will Tax You to Death

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...

Will Your Top Marginal Tax Rate Change in 2018-2019? Most Definitely

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...

Does Mean Reversion Always Hold True?

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...

Understanding Changes to the US Marginal Tax Rates

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...

US Stocks: Set the Bar Low or Look for Value Elsewhere

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...

Dow 21,000

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...

Mexico vs. Trump - Let the Tariffs Begin!

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...

Making Taxes Great Again - Trump vs. GOP Proposals

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...

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