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The recovery continues but starts to meet some technical resistance

by Fortem Financial January 22, 2019

The equity markets recovery continued last week led by a 2.96% gain in the Dow Jones Industrial Average followed by the S&P 500® Index (2.87%), Nasdaq (2.66%) and Russell 2000® Index (2.43%).  Corporate earnings season began last week with major financial institutions including Citigroup, JPMorgan, Bank of America, and Goldman Sachs; each posted earnings that exceeded analysts’ expectations despite low trading revenues related to December’s severe volatility.  The companies believe t… View More

Patience by the Fed is a good thing

by Fortem Financial January 14, 2019

The equity market recovery continued this week as the oil price rebound, Federal Reserve comments regarding ‘patience’ in interest rate policies, and mid-level trade negotiations with China improved investor sentiment.  The lack of progress on the government shutdown, which on Saturday will become the longest in history, apparently did not influence market sentiment.  Fears of a recession subsided as the Russell 2000® Index led the markets with a 4.83% gain followed by Nasdaq (+3.45%); S… View More

A little late for a Santa Claus Rally but we will take it

by Fortem Financial January 7, 2019

Friday’s rally provided a welcomed start to the New Year as all of the major indices posted solid gains. For the week, the Russell 2000® Index (3.20%) led all of the major indices, followed by the Nasdaq (2.34%), S&P 500® Index (1.86%) and the Dow Jones Industrial Average (1.61%). Consumer sentiment rose on positive employment data, and comments by Federal Reserve Chairman Powell. Friday’s release of the December employment report included 312,000 jobs in December, the largest month… View More

2019 Outlook and Predictions

by Fortem Financial January 2, 2019

Each year our Friend  Bob Doll, who is Chief Equity Strategist & Senior Portfolio Manager at Nuveen asset management, gives his view on the new year.  His insights are very thoughtful and give us some insight to the year ahead.  Below are Bob’s comments for 2019 and how he believes the year will unfold in the Economy, markets and some insight to geopolitical events that could affect your portfolios. 2019: Choppy and frustrating, but no recession First a look back at a disappointing 20… View More

So long to a disappointing 2018

by Fortem Financial December 31, 2018

The equity markets certainly took investors on a wild ride in the holiday shortened week.  On Monday, the Dow Jones Industrial Average lost 650 points; on Wednesday, the markets rallied with the Dow gaining 1086 points, its largest one-day gain in history.  On Thursday, extreme volatility drove the Dow down over 600 points before reversing course to close up 260 points.  For the week, the major indices posted gains for the first time in December, the Nasdaq rebounded from bear market territ… 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.

The types of non-public personal information we collect and share depend on the product or service you have with us. This information can include items such as your Social Security number and income, your account balances and transaction history, and your investment experience and account transactions.

We collect your non-public personal information in a variety of ways. For example, we obtain your non-public personal information when you open an account or give us your income information, tell us about your portfolio or deposit money, or enter into an investment advisory contract. We also collect your non-public personal information from other companies. For example, from the custodians who hold your account assets.

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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.

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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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