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Perspectives

First 5% pullback in more than 20 months... Is this still a healthy Market?

by Fortem Financial February 5, 2018

Stocks declined across the board last week leaving clients to ask is this still a healthy market? Last week was the first 5% pullback we have seen in the equity markets since January of 2016.  A better-than-expected jobs report sent interest rates higher which, in turn, triggered Friday?s sharp selloff; the Dow Jones Industrial Average lost 666 points, a 2.54% decline.  The yield on the benchmark 10-year U.S. Treasury Note rose 0.18% this week, to 2.84%, from 2.40% at the end of December and… View More

Today's Selloff

by Fortem Financial February 5, 2018

We know the question many are asking is "Are we at the end of the bull market yet."  We don't think so, and wanted to share some facts to support that statement: The Atlanta Fed is now projecting real GDP growth at a 5.4% annual rate in the first quarter, which would be thefastest growth for any quarter since 2003. We think that's on the optimistic side and expect growth at more like a 4.0% annual rate, but, either way, the economy is showing signs of an overdue acceleration and we are now p… View More

Portfolio Holdings Update

by Fortem Financial January 31, 2018

Amazon, Berkshire Hathaway, and JPMorgan Chase, three of America?s largest companies, announced plans today to start a separate, non-profit company with the goal of improving health care for their U.S. employees. Warren Buffett said in a statement that the three companies do "not come to this problem with answers. But we also do not accept it as inevitable.? This announcement, albeit with vague details, caused shares of companies across the health care industry, from health insurers, to distribu… View More

Strong earnings and economic data made the markets head North again last week

by Fortem Financial January 30, 2018

The market rally continued last week with the end of the government shutdown on Monday and as strong corporate earnings and economic data recharged bullish sentiment.  All of the major indices closed at record highs; yet, investors continued to favor large cap stocks over smaller company shares.  Treasury yields stabilized after rising by roughly 0.25% year-to-date.  One might describe these conditions as a ?Goldilocks? environment: the rate of economic growth is sufficient to support risi… View More

Government Shut Down averted for the time being, Earnings and Tax Plan are driving the economy and financial markets

by Fortem Financial January 23, 2018

Stocks rose during a volatile week last week as concerns over a potential government shutdown and rising interest rates weighed on investor sentiment.  Investors have temporarily retreated from riskier areas of the market: sectors that had been performing well over the past few weeks, such as Energy and Industrials, lagged while Consumer Staples (including food, beverages, and household products), Health Care, and Technology outperformed.  Also, large cap stocks outpaced small caps.  The gov… 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 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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