Blog
Investment Committee Update Q2 2026
Today’s environment is complex, fast-moving, and often driven by factors outside of traditional market fundamentals. In this presentation, we’ll break down what’s driving current conditions, where we see risks and opportunities, and...
Read MoreClient Community Call Review
We recently hosted a community call where John and the team walked through the current market environment and answered some of the top questions we’re hearing from clients today. The conversation covered everything from recession...
Read MoreInvestment Committee Update Q1 2026
As we head into 2026, markets are holding up well both in the U.S. and abroad, with performance spreading across more companies and supported by solid earnings. While we’re keeping an eye on valuations and the evolving impact of AI, we...
Read MoreTax: The Overlooked Variable That Often Shapes Business Exits
When business owners think about selling, valuation usually gets the spotlight. Taxes rarely do. In this Forbes Finance Council article, John explores why that oversight can materially change the outcome of an exit and how earlier,...
Read MoreA Year of Change, Clarity and Quiet Lessons
As we wrap up the year, I’ve been reflecting on what 2025 taught us—not just as investors, but as people trying to make thoughtful, long-term decisions in a noisy world. This year reminded...
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Introducing the “AI Thematic Equity” Sleeve
At Fortress Wealth Group, we believe innovation drives opportunity. Artificial Intelligence is accelerating that truth faster than ever before—reshaping industries, creating new efficiencies, and redefining the future of productivity....
Read MoreThe Fortress Forum Recap
The Fortress Forum brought clients together for an inside look at what’s driving today’s markets and how our advisors are positioning portfolios for success. Hosted by the Fortress Wealth Group team, the call covered key themes like...
Read MoreMarket Update Q4 2025
As we enter the final quarter of 2025, the investment landscape remains dynamic—shaped by shifting interest rate expectations, evolving corporate earnings, and a world still adjusting to new economic realities. At Fortress Wealth Group...
Read MoreFed Rate Cut Recap
The Federal Reserve made a key move this week—cutting rates for the first time since 2024. We’ve highlighted what the Fed’s decision means, their outlook on the economy, and how we see this impacting your portfolio moving forward. Read...
Read MoreMarket Update Q3 2025
As we enter Q3 2025, uncertainty continues to shape the investment landscape. Geopolitical tensions, tariffs, and elevated equity valuations have added complexity to portfolio decisions. At Fortress Wealth Group, we’re staying grounded...
Read MoreInvestment Committee Update
Coming out of our Investment Committee's May meeting, we wanted to share our overall economic outlook, how we believe it will affect our clients' portfolios, and the changes we are making in light of what we are seeing. We see three...
Read MoreMarket Update Q2 2025
In an environment defined by rapid change, strategic perspective is more important than ever. As we step into the second quarter of 2025, investors are navigating a mix of encouraging economic signals and new headwinds. At Fortress...
Read MoreMarket Update: Q4 2024 & 2025 Expectations
As Q4 2024 comes to a close, the markets have navigated a dynamic and ever-changing environment, presenting both challenges and opportunities for investors. At Fortress Wealth Group, we’ve focused on helping our clients stay steady...
Read MoreOctober 2024 Town Hall Summary
Earlier this month, Cole Linquist and I hosted a town hall call to discuss the current economic landscape and share our outlook for 2025. We covered the ongoing market volatility, the impact of inflation and interest rates, and the...
Read MoreMarket Update Q3 2024
As of October 1, 2024, our market outlook is improving. Interest rate cuts are emerging, inflation is moderating in the U.S., and global monetary policies are adjusting. Opportunities exist across all risk levels, with bond yields...
Read MoreMarket Update Q2 2024
As of June 30, 2024, Fortress Wealth Group’s current market outlook is positive. Although the anticipated changes in interest rates have been delayed, the stock market has had an excellent start to the year. This growth has been...
Read MoreMarket Update Q1 2024
As of March 26th, 2024, Fortress Wealth Group's macro-economic outlook is even though the interest rate trade has been pushed further down the road into 2024, bonds continue to remain attractive and present opportunities not seen over...
Read MoreMarket Update Q4 2023
As of December 19, 2023, Fortress Wealth Group's macro-economic outlook is that bonds remain attractive and continue to offer the opportunity for appreciation in 2024 as rates stabilize and possibly come down. Domestic equities have...
Read MoreMarket Update Q3 2023
As of September 28, 2023, Fortress Wealth Group's macro-economic outlook is that bond yields continue to be attractiveand present an opportunity for appreciation in 2024 in the event we see any meaningful rate cuts. Domestic equities...
Read MoreMarket Update Q2 2023
As of June 2023, Fortress Wealth Group's macro-economic outlook is that bonds remain attractive, especially if we are near the top of a rate hiking cycle. Domestic equities have performed exceptionally well this year (namely tech/AI...
Read MoreInvestment Committee Highlights April 2023
A review from our most recent Investment Committee meeting.
Read MoreMarket Update Q1 2023
It's been quite an interesting start to the year. Some areas are performing better than expected. Others are not. And sometimes the market can leave you scratching your head, but we're confident there are opportunities out there!
Read MoreInvestment Committee Highlights March 2023
Here's what was discussed during our most recent Investment Committee meeting earlier this month.
Read MoreOur Strategic Investment Process
Ever wonder how we create, monitor, and manage investment portfolios? Read more to find out how we do it.
Read More3rd Quarter Market Update 2022
It has been a particularly ugly year in financial markets. It is extremely rare to see stocks and bonds experience this kind of reset. Typically, when stocks struggle, bonds perform well and vice versa; not the case this year. Market...
Read MoreMid-year Market Update
There is no way to sugarcoat the first half of the year—it has been ugly. As of 6-30-22 the stock market is down roughly 20 percent and the bond market is down approximately 10 percent. Historically, bonds have offered a cushion...
Read MoreMarket Update | 4th Quarter 2021
2021 has been another great year for our investors. The U.S. stock market has increased considerably as companies continue to recover from COVID-19 and the re-opening trade.
Read MoreMarket Update | 3rd Quarter 2021
The U.S. equity markets have been grinding higher all year, but the S&P fell roughly 4% in September making this month the first real hiccup of 2021. Stocks initially fell after China’s second-largest real estate developer China...
Read MoreMarket Update | 2nd Quarter 2021
Financial markets delivered another stellar quarter as the economy continues to recover from the Covid pandemic. The S&P 500 returned 8.5% for the quarter and we expect companies to continue to report great earnings as the economy...
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