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Perspectives

2019 Outlook and Predictions

by Fortem Financial January 2, 2019

Each year our Friend  Bob Doll, who is Chief Equity Strategist & Senior Portfolio Manager at Nuveen asset management, gives his view on the new year.  His insights are very thoughtful and give us some insight to the year ahead.  Below are Bob’s comments for 2019 and how he believes the year will unfold in the Economy, markets and some insight to geopolitical events that could affect your portfolios. 2019: Choppy and frustrating, but no recession First a look back at a disappointing 20… View More

So long to a disappointing 2018

by Fortem Financial December 31, 2018

The equity markets certainly took investors on a wild ride in the holiday shortened week.  On Monday, the Dow Jones Industrial Average lost 650 points; on Wednesday, the markets rallied with the Dow gaining 1086 points, its largest one-day gain in history.  On Thursday, extreme volatility drove the Dow down over 600 points before reversing course to close up 260 points.  For the week, the major indices posted gains for the first time in December, the Nasdaq rebounded from bear market territ… View More

Market Update - the Dow has its biggest daily point gain ever

by Fortem Financial December 26, 2018

Today is a great example of the danger of trying to time the market.  In October, November, and December, investor sentiment began to sour, and the markets trended lower.  The S&P 500 sold off 19.8% from September 21, 2018 through December 24, 2018.  The Dow sold off 18.5% and the Nasdaq sold off 22.5% during the same period.  With market losses mounting, 2018 was beginning to feel a lot like 2008.  However, there are sharp contrasts between 2008 and 2018.   In 2008, the US (and glob… View More

What does a government shutdown mean to you?

by Fortem Financial December 21, 2018

The federal government is headed for a partial government shutdown that will likely last until January 3rd when the new Congress is sworn in. This is not the first time we have had a government shutdown through the holiday season, as we had one in 1995 when Bill Clinton was president. The major difference between today and 1995 is that this will be a “partial” shutdown with nearly 75 percent of the government already funded and completely unaffected by the shutdown. That leaves just 25 pe… View More

Market Update 12/21

by Fortem Financial December 21, 2018

With attention on the Federal Reserve's decision to increase rates and their updated outlook for 2019, we wanted to share an article today that CNBC published (included below).  As we wrote in our commentary after the Fed's press release on Wednesday, we believe the Fed and Powell were (1) buying themselves time - and the ability to review the data that will come in that time, and (2) leaving the door wide open to reduce the number of rate hikes they may do in 2019 without closing the door on f… View More

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