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Perspectives

Best start for the equity markets in more than 20 years

by Fortem Financial April 3, 2019

The S&P 500's performance for the first quarter is its best quarterly gain since Q3 of 2009 and its finest start to the year since 1998. The quarter certainly benefited from an oversold bounce back after the fourth quarter's heavy 14% slump, but analysts still see a positive period ahead. While there could be some bumps in Q2 as the market struggles with earnings growth and a slower economy, positive U.S. China trade relations and investing sentiment could propel stocks higher. The last da… View More

Global Economy is slowing but the U.S is still the Belle of the Ball

by Fortem Financial March 25, 2019

The tug-of-war between the bulls and bears continued with mixed economic data and the absence of significant market catalysts.   On Friday, all of the major indices sold off on global growth concerns and ongoing trade tensions.  For the week, the Russell 2000® Index fell 2.67%, followed by the Dow Jones Industrial Average (-1.34%), the S&P 500® Index (-0.77%), and the Nasdaq (-0.60%).  The Federal Reserve provided news headlines on Wednesday: the Fed lowered its 2019 U.S. economic grow… View More

The Fed will stop raising rates. Now what?

by Fortem Financial March 22, 2019

On Wednesday, the Federal Reserve Committee announced (as we have been expecting) that they would not raise rates again in 2019.  Powell indicated that the Fed's pausing is because of a more significant slowdown in growth than anticipated.  Much of this "slow down" is being measured through "Industrial Production."  We think the magnitude of the slow down may be a little overstated.  Below is a chart of U.S Industrial production over the last five years.  As you can see, the current drop i… View More

The Markets continue to climb the wall of worry

by Fortem Financial March 19, 2019

For the first time since October, the S&P closed above the 2815 level to end last week.  Technology has driven this last leg higher with the equally-weighted Nasdaq 100 right on the cusp of fresh all-time highs and the Semiconductors continuing to exhibit leadership. More broadly though, the market still appears to be in the midst of a consolidation phase with the Russell 2000 still below its February highs and the Transportation stocks again lagging.  These aren’t major blemishes, but … View More

Markets seem to be consolidating, which is a good thing

by Fortem Financial March 11, 2019

While last week marked just the second down week of the year for the S&P, many individual names have been consolidating since mid-February.  The equity markets declined, with the worst 1-week performance this year, on mixed economic data.  For last week the Russell 2000® Index, the weakest performer, fell 4.26%, followed by Nasdaq (-2.46%), the Dow Jones Industrial Average (-2.21%), and the S&P 500® Index (-2.16%.)  Low trading volumes suggest that many investors are sitting on the… View More

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Fortem Financial Group, LLC, has adopted this policy with recognition that protecting the privacy and security of the non-public personal information we obtain about our customers is an important responsibility.

All financial companies choose how they share your non-public personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your non-public personal information. Even when you are no longer our customer, we will only share your non-public personal information as described in this notice. So, please read this notice carefully to understand what we do.

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We share your non-public personal information for our everyday business purposes such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, report to credit bureaus, to protect the confidentiality or security of your records, or as permitted by law. We may also share your non-public personal information for our own firm’s marketing purposes; so that we can offer our products and services to you.

Federal law gives you the right to limit only sharing non-public personal information about your credit worthiness for our affiliates’ everyday business purposes; sharing non-public personal information about you with our affiliates to market to you; and sharing non-public personal information with non-affiliates to market to you.

We don’t share non-public personal information about your creditworthiness with our affiliates for their everyday business purposes. We don’t share your non-public personal information with our affiliates to market to you. We don’t share your non-public personal information with non-affiliates to market to you. We also don’t share your non-public personal information for joint marketing with other financial companies. State laws and individual companies may give you additional rights to limit sharing.

We share non-public personal information with our parent company affiliate, Focus Financial Partners, Inc, for its internal and external auditing purposes. We also share your non-public personal information with a non-affiliate for the purpose of aggregating it and providing summary information based on this data to our parent company, Focus Financial Partners, Inc.

To protect your non-public personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

Our policy about obtaining and disclosing non-public personal information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.

If you have questions please call us at 760-206-8500 or go to our website at www.fortemfin.com.

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