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Perspectives

August was a relatively quiet month despite North Korea and Hurricane Harvey

by Fortem Financial September 5, 2017

Our hearts go out to the families affected by the devastation of Hurricane Harvey. The American spirit is alive and well as was demonstrated to us in last week’s search and rescue of the flooded areas. We wish all of our neighbors in Texas and Louisiana a speedy recovery. Stocks rose last week on generally upbeat economic data and elevated expectations for tax reform, even as Hurricane Harvey inflicted major damage throughout Texas and Louisiana (more on this below). The September employment … View More

Finally some signs of life in small and mid-cap stocks on seasonal low trading volume…

by Fortem Financial August 28, 2017

Last week, a broad market rally led by small cap stocks followed the previous week’s selloff.  The Russell 2000® Index rose 1.45% while the other major indices also gained (the Dow Jones Industrial Average rose 0.64%; S&P 500® Index rose 0.72% and the NASDAQ gained 0.79%).  As expected, trading volumes remained low.  The annual conference of central bankers in Jackson Hole garnered attention although the meeting did not reveal any notable changes in Fed monetary policy. Chair Yellen s… View More

Seasonality remains a headwind for stocks in the near-term as we head into a traditionally volatile time for markets…

by Fortem Financial August 21, 2017

Markets declined modestly in relatively light trading last week as political events continued to dominate headlines. Conservative areas of the market, including large cap stocks and Utility companies, outperformed while riskier areas of the market like small caps lagged. So far in the third quarter, the Russell 2000® Index of small companies (-3.9%) has significantly underperformed the large-cap dominated S&P 500® Index (+0.6%). Energy stocks also underperformed despite last week’s decli… View More

“What could possibly go wrong?”

by Fortem Financial August 14, 2017

With unemployment below 5%, the stock market near record highs, inflation contained, and the possibility of pro-business policy changes, what could go wrong in the U.S. economy? Realistically, quite a few things. Besides the more obvious issues of war with North Korea, tensions with Russia, terrorist attacks from ISIS, the ongoing probe of President Trump and the potential that Trump may not be successful with his agenda for economic growth, there are other less reported on issues in the backgro… View More

Finally a pickup in volatility…shows the markets have feelings…

by Fortem Financial August 14, 2017

While last Thursday marked one of the first notable drawdowns in a several months, the S&P is barely off -2% from recent highs. With 45% of issues above their 50-day moving average, it’s also too soon to say market momentum is washed out, particularly given the overhang of the weaker seasonal period and the recent pick-up in the new low data. August 2017 doesn’t share much in common with August 2015 when the market was struggling to get back to breakeven for the year. Looking forward, it… 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.

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. 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. Fortem Financial 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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