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Perspectives

Predictions for 2020 - A Modest Growth US Economy

by Fortem Financial January 6, 2020

At the beginning of each year, we like to share the top 10 predictions of an analyst we have followed for many years, Bob Doll, who is the Chief Equity Strategist at Nuveen. He has historically been right on more than 70% of these predictions, and for us, they serve as a broad overview of the current economic climate. Bob Doll's Top 10 Predictions for 2020: The world avoids recession in 2020 as U.S. GDP grows over 2% and global GDP grows over 3%. Inflation and the 10-year U.S. Treasury yield … View More

2019 was one of the best years for the markets and economy... 2020 should be better than you expect

by Fortem Financial December 30, 2019

Each year we like to provide you with some insight for the coming year ahead. We like the consistent outlook of one of our favorite portfolio managers/analysts, Bob Doll, from Nuveen asset management. Below is how Bob's predictions are faring so far for 2019. We will bring you his 2020 predictions right after the new year. As 2019 unwinds (and before we unveil Bob’s 2020 Predictions), it’s a good time to look back at the past 12 months and provide initial thoughts about what the next year m… View More

The Santa Claus Rally continues…and may continue for 2020

by Fortem Financial December 27, 2019

In a quiet, pre-holiday trading week, the major indices continued to move higher on renewed optimism for stronger economic growth in 2020. The Nasdaq (2.18%) outperformed followed by Russell 2000® Index (2.07%), the S&P 500® Index (1.65%) and the Dow Jones Industrial Average (1.14%). The de-escalation of trade wars with the Phase One agreement between the U.S. and China provided this week’s catalyst despite the lack of details on the agreement’s terms. Presidents Trump and Xi spoke on … View More

Washington Tax Update: Sweeping Retirement Legislation

by Fortem Financial December 23, 2019

Congress Passes Sweeping Retirement Legislation, Sends To President's Desk Congress has passed the Setting Every Community Up for Retirement Enhancement or SECURE Act as part of its 2020 spending package — providing advisors, the financial services industry and investors with the most significant piece of retirement legislation in a decade. Currently, 40% of private-sector workers do not have access to a workplace retirement plan. “The SECURE Act will increase workers' access to retirement… View More

Gifting to charities

by Fortem Financial December 18, 2019

As the end of the year and the holiday season approach, we will all see an increase in the number of charitable solicitations arriving in our mailboxes and by email. Since some charities sell their contributor lists to other charities, frequent contributors may find themselves besieged by requests from all sorts of charities with which they are not familiar. Watch Out for Charity Scams – You need to be careful; there are scammers out there pretending to be legitimate charities looking to take… View More

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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.

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