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Perspectives

Hurricanes, Legislative Developments and North Korea all in focus last week…

by Fortem Financial September 11, 2017

Stocks pulled back last week during the holiday-shortened week as investors paused to assess the potential impact of multiple hurricanes, legislative developments, and ongoing tensions with North Korea. On Sunday, Hurricane Irma made landfall in Florida barely ten days after Hurricane Harvey caused historic flooding in Texas; and, this week, Hurricane Jose is expected to follow Irma’s path through the Caribbean. The natural disasters will sap economic activity in the third quarter; over time, … View More

Putting Investors Market Anxiety In Perspective

by Fortem Financial September 9, 2017

We recently ran across on article on wealthmanagement.com that we thought would be timely. They, as have we, observed and increase in concern over the stock market's value (we've also encountered this concern in relation to the bond market). "Lately, we have seen an uptick in investors who express concern that stock valuations are overheated and could soon spill into bubble territory. This is predictable, thanks to markets surpassing one benchmark after another in recent months—a surge that, … View More

August Market Commentary

by Fortem Financial September 7, 2017

August was a choppy, but essentially flat month for the markets. The price return of the S&P 500 was -0.19%, the Dow Jones Industrial Average was -0.07%, and the Nasdaq’s price return was 1.59%. The Barclays Aggregate Bond Index was up about 0.67%. As for volatility in the markets, the VIX hit its year-to-date high on August 11th, climbing nearly 70% higher than where it started the month. Much of the increase in the VIX can be attributed to the tensions with North Korea, and certainly som… View More

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

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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. 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.

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.

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