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Weekly Market Commentary - Week Ending August 21, 2026

by Fortem Financial August 17, 2026

Headline CPI rose just 0.1% month-over-month and core CPI 0.2%, taking some pressure off the Fed to raise rates. But inflation remains sticky amid easier lending standards, stronger loan growth, and a growing money supply. Meanwhile, oil prices remain well below this year’s peak, with progressively less impact on financial markets, while bond yields continue to grind higher. Is a return to low and stable inflation really in the cards?   Key Takeaways 1 . Headline CPI rose 0.1% m/m and 3.4%… View More

Weekly Market Commentary - Week Ending August 14, 2026

by Fortem Financial August 10, 2026

Is the ‘High-Risk Bull Market’ Getting Riskier? Stocks just posted their strongest week since April, thanks to exceptional earnings and renewed momentum in technology. The global economic expansion should continue to roll on, although U.S. and global equity markets remain heavily concentrated in technology/AI. For now, strong earnings are winning the tug-of-war against mounting market risks. The question is, for how long?   Key Takeaways 1. July nonfarm payroll employment fell 23,000, m… View More

Weekly Market Commentary - Week Ending August 7, 2026

by Fortem Financial August 4, 2026

Three major releases landed in the past five trading days, and in each one the headline number and the underlying composition told different stories. Second-quarter GDP missed badly. Corporate earnings beat estimates by the widest margin on record. Manufacturing hit a four-year high this morning while survey respondents sounded miserable. Don’t let the headlines distract you from the data — the composition is where the useful information sits.   Growth: A Weak Headline Over the Strongest … View More

Weekly Market Commentary - Week Ending July 31, 2026

by Fortem Financial July 27, 2026

Peak Profits & Margins? One of the biggest questions facing the market today is whether we are approaching peak profits. Capital expenditures have remained robust, and they continue to be a primary focus for investors. However, the prospect of peak profits could present an even greater challenge for the markets moving forward.   Peak Profits and Margins Have To Be Top Of Mind Earnings season is in full swing, and expectations for profit growth continue to move higher. Consensus earnings… View More

Weekly Market Commentary - Week Ending July 18, 2026

by Fortem Financial July 20, 2026

Stocks Major U.S. indices finished the week lower in a tech-driven pullback. The S&P 500 declined ~1.5%, the Dow Jones fell ~0.8–0.9%, and the Nasdaq dropped ~2.5–2.9%. Semiconductors and AI-related stocks faced pressure amid concerns over high capital spending, Chinese competition in open-source models, and questions about near-term returns on massive data center investments. Broader rotation favored value, energy, and defensive sectors. Geopolitical tensions in the Middle East added … 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.

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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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