Friday, January 5, 2024

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...

Monday, October 2, 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...

Wednesday, July 19, 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...

Tuesday, April 18, 2023

A review from our most recent Investment Committee meeting.

Thursday, March 30, 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!

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Tuesday, March 14, 2023

Here's what was discussed during our most recent Investment Committee meeting earlier this month.

Monday, January 9, 2023

Ever wonder how we create, monitor, and manage investment portfolios? Read more to find out how we do it.

Wednesday, October 26, 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...

Monday, August 1, 2022

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...

Thursday, April 7, 2022

Tuesday, March 1, 2022

Wednesday, December 15, 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.

Tuesday, October 5, 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...

Wednesday, July 7, 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...