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Perspectives

Tis the Season?

by Fortem Financial November 26, 2018

Under normal circumstances the markets do well in November and December.  Since 2009, we have not seen normal economic circumstances, and we are playing catch up in uncharted waters.  Normally, in the wake of a recession we see three major strategies taken by Washington to reduce the recession's severity, but after the great recession, we saw just two of the three strategies implemented.  Washington increased spending and lowered interest rates; now, nine years later, we are seeing the result… View More

A matter of perspective

by Fortem Financial November 21, 2018

When looking at the market, and its reaction to some of today's news stories, we're compelled to share some perspective.  There is so much talk about the length of the Bull Market and when the next recession will come that it appears some investors may not be able to see the forest for the trees.   One of the TOP TRENDING STORIES today was, Retail disappointments, energy decline hit Wall Street. (1)   "Target Corp said on Tuesday that third-quarter profit missed estimates as investments in i… View More

Markets are starting to reflect the pain of rising interest rates and trade uncertainty

by Fortem Financial November 19, 2018

Following a strong earnings season, several factors, including falling oil prices, Brexit, Italy’s controversial budget, tariffs and the Federal Reserve’s likely rate increase, continued to dampen investor sentiment.  All of the major indices fell for the week, the Russell 2000® declined 1.42%, followed by the S&P 500® Index (-1.61%), the Nasdaq (-2.15%), and the Dow Jones Industrial Average (-2.22%).  The decline in oil prices into bear market territory created additional concerns t… View More

Fortem Financial Market Commentary

by Fortem Financial November 14, 2018

As you know, market volatility has been on everyone’s mind.  We wanted to update you on our thoughts as to what we believe the source of the volatility is, and when we think it may subside. Strategic market bottoms that give way to durable rallies often begin from a more depressed sentiment backdrop than is currently present. In addition to the timely put/call data (no movement yesterday), we continue to watch the weekly I.I. bull/bear survey for a signal on sentiment.  Optimism has retreate… View More

Elections are behind us (almost) ...

by Fortem Financial November 12, 2018

Phew! Now that mid-terms are behind us (well, almost behind us with results still pending in Florida and Arizona), we can start focusing on the Presidential election for 2020! We're kidding, of course. Sort of... With this week's record-setting turnout and enthusiasm, atypical of mid-term election years, both Republicans and Democrats can each claim victory. We would remind you, split governments bode well for equity markets on average, and the S&P 500 has not declined in the 12 months foll… 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.

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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.

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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.

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