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Perspectives

No Rate Cut Wednesday

by Fortem Financial January 27, 2026

The Fed meets on Wednesday to discuss the direction of monetary policy. With the futures market pricing the odds of “no change in rates” at 97.2%, no one should expect a rate cut at this meeting…or, we think, anytime soon. Some, including the Trump Administration, might complain about steady short-term interest rates and say Fed Chief Jerome Powell is playing politics. The claim about playing politics may be accurate, but for now, Powell has the data on his side. The economy looks solid, … View More

Markets & Economy One Year Post Inauguration

by Fortem Financial January 20, 2026

Love him or hate him, President Trump will likely be remembered as a consequential president. His historical shadow may overwhelm all but a few. Setting aside the current tensions in the North Sea, the Trump Administration’s market report card is quite good – stocks up, bond yields down, and mortgage rates and retail gasoline prices lower. The most significant blemish is the decline in the US Dollar. The broader economic picture has also shown relatively steady results, with real growth han… View More

Bob Doll's 10 Predictions For 2026

by Fortem Financial January 13, 2026

Each year, we like to bring you the top 10 predictions from our Friend Bob Doll, who is Chief Investment Officer and CEO of Crossmark Investments. We have been following Bob's predictions since he was the Chief Investment Officer at Merrill Lynch and BlackRock. He is right more than wrong, so this is a good guide for what the next year will look like for the economy and Markets.   10 Predictions For 2026   Theme: High-Risk Bull Market Source: Bob Doll CEO/CFO, Crossmark Investment… View More

Initial Thoughts As 2026 Begins

by Fortem Financial January 5, 2026

In today’s note, we discuss our initial thoughts as 2026 begins, noting that double-digit return years are not uncommon, and we explore how the fundamental broadening of the S&P is being pushed out further in 2026.   Returns Exceeding 15% For A Fourth Consecutive Year Not Unheard Of Since 1926, there have been four instances in which the S&P 500 posted returns greater than 15% for three consecutive years. In only one of those cases did the market experience a negative return in the… View More

The Santa Claus Rally Begins

by Fortem Financial December 29, 2025

U.S. equity markets began the holiday‑shortened trading week on a firm footing. Broad gains in major indexes and the start of the Santa Claus rally marked this week. Following modest volatility in trading earlier in December, sentiment improved significantly as investors bet on year-end flows. As shown, the CNN Fear-Greed Index has moved materially higher from its readings earlier in the month. The Santa Claus rally window officially began on Christmas Eve. That rally is traditionally defined… View More

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PRIVACY NOTICE REGARDING CLIENT PRIVACY

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.

All financial companies need to share customer’s non-public personal information to run their everyday business. Below, we describe the reasons we can share your non-public personal information and whether you can limit this sharing.

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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Fortem Financial Group, LLC (“Fortem Financial” or the “Firm”) is a federally registered investment adviser with offices in California and Arizona. Registration with the U.S. Securities and Exchange Commission (“SEC”) does not imply a certain level of skill or training. Fortem Financial and its representatives are in compliance with the current registration and notice filing requirements imposed upon federally registered investment advisers by those states in which Fortem Financial maintains clients. The Firm may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.

This website is limited to the dissemination of general information regarding the Firm's investment advisory services offered to U.S. residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Fortem Financial' website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment, tax or legal advice. Furthermore, the information resulting from the use of any tools or other information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Fortem Financial. Any subsequent direct communication from Fortem Financial with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Fortem Financial does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly.

All statements and opinions included on this website are subject to change as economic and market conditions dictate, and do not necessarily represent the views of Fortem Financial or any of their respective affiliates. Past performance may not be indicative of future results and there can be no assurance that any views, outlooks, projections or forward-looking statements will come to pass. Investing involves risk, including the potential loss of principal, and the profitability of any particular investment strategy or product cannot be guaranteed.

Any rating referenced herein may not be representative of any one client's experience. Further, the Firm's receipt of any rating is not indicative of the Firm's future performance. The Barron's Top 1,200 Financial Advisors rating of the top financial advisors in the United States is based on data provided by participating firms. The following factors are included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component. Joseph Romano was named one of Palm Springs Life’s ‘40 Under 40’ Professionals to Watch in the Coachella Valley on September 30, 2010. The 40 Under 40 honorees were selected from among 229 nominees representing a variety of professions and described by Palm Springs Life as ‘self-admitted geeks, risk takers, hard workers, philanthropists, and open-minded thinkers who represent myriad professions from designers, tribal leaders, and entrepreneurs to medical professionals, marketing gurus, educators, artists, and innovative chefs.’ No compensation was paid for consideration, publication, or display of this recognition.

Blaine Amidei received the following award on January 10, 2025. This recognition was granted by the California Desert Association of REALTORS® (CDAR), which honors one Affiliate member each year who goes above and beyond in their service to the organization and their community. The award reflects CDAR’s values of partnership, engagement, and community involvement among its dynamic members and Affiliate partners. No compensation was provided for consideration, publication, or display of this award.

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