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Magnus Financial Group Q1 2025 asset returns chart.
Asset Class Return Quilts

Asset Class Return Quilts – Q1, 2025

Discover the dynamic world of investment performance with our Asset Class Return Quilts for Q1, 2025! Dive into a comprehensive analysis of calendar year and

Magnus Financial Q4 2024 Asset Class Return
Asset Class Return Quilts

Asset Class Return Quilts – Q4, 2024

Explore the dynamic world of investment strategies with our comprehensive Asset Class Return Quilts for Q4, 2024. Discover how various asset classes, from U.S. equities

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Publications & Media

7 Emerging Markets Experts Advise Investing In

Are you looking to diversify your investment portfolio beyond U.S. stocks and bonds? Experts suggest that emerging markets could be the key to unlocking significant

Magnus Financial Q3 2024 Asset Return Quilts
Asset Class Return Quilts

Asset Class Return Quilts – Q3, 2024

Explore the dynamic world of investment strategies with our comprehensive Asset Class Return Quilts for Q3, 2024. Discover how various asset classes, from U.S. equities

Magnus Financial Group Q4 2023 asset quilt
Asset Class Return Quilts

Asset Class Return Quilts – Q4, 2023

Explore the dynamic landscape of investment performance with our Asset Class Return Quilts for Q4, 2023. Dive into detailed insights on U.S. equity sectors, fixed

Magnus Financial Group Q3 2023 Asset Return Report
Asset Class Return Quilts

Asset Class Return Quilts – Q3, 2023

Explore the dynamic landscape of investment performance with our Asset Class Return Quilts for Q3, 2023. Dive into detailed insights on U.S. equity sectors, fixed

Magnus Financial Group Q2 2023 returns overview.
Asset Class Return Quilts

Asset Class Return Quilts – Q2, 2023

Explore the dynamic world of investment strategies with our comprehensive Asset Class Return Quilts for Q2, 2023. Discover how various asset classes, from U.S. equities

Magnus Financial Q1 2023 Asset Class Report
Asset Class Return Quilts

Asset Class Return Quilts – Q1, 2023

Discover the dynamic world of investment strategies with our comprehensive Asset Class Return Quilts for Q1 2023. From U.S. Equity Sector insights to the intricacies

Asset Class Return Quilts

Asset Class Return Quilts – Q4, 2022

How have the various asset classes, sectors and fixed income investments performed over the past 10 years? Our “quilt charts” show the leaders, the losers

Publications & Media

Outside the Box Bond Investing

Both the equity and bond markets have given investors reason to re-consider many of their long-held assumptions, such as a 60-40 split between stocks and

Asset Class Return Quilts

Asset Class Return Quilts – Q3, 2022

It’s been a great year so far for mean reversion as the losers of much of last cycle (midstream energy, cash, and commodities) are now

Asset Class Return Quilts

Asset Class Return Quilts – Q2, 2022

Download PDF   Asset Class Return Quilt Calendar Year and Trailing Total Returns U.S. Equity Sector Return Quilt U.S. Equity Factor Return Quilt Fixed Income

Asset Class Return Quilts

Asset Class Return Quilts – Q1, 2022

Want to know which asset classes performed the best in the first quarter of 2022? Look no further than our Asset Class Return Quilts. Get

Asset Class Return Quilts

Asset Class Return Quilts – 2021-12-31

Discover how different asset classes performed in 2021 and explore their trailing total returns with our Asset Class Return Quilts. Dive into the world of

Asset Class Return Quilts

Asset Class Return Quilts

If you’re serious about investing, you need to keep a close eye on your returns. And what better way to do that than with a

Asset Class Return Quilts

Asset Class Return Quilts

Looking for a unique way to visualize asset class returns? Look no further than the Asset Class Return Quilts. These stunning graphics display calendar year

Asset Class Return Quilts

Asset Class Return Quilts

Discover the fascinating world of asset class returns with our visually stunning Asset Class Return Quilts. Get a comprehensive view of trailing calendar year and

Publications & Media

Moving to the Hamptons? Pack your CRT!

Location, location, location. Ask real estate professionals, and many of them will likely confirm that location is the most important factor when buying a luxury

Publications & Media

When Is Double Taxation Zero Taxation?

Conventional wisdom says if something sounds too good to be true, it probably is. This is a good principle to live by and can keep

Publications & Media

From Malta with Love

By the Magnus Advisory Team View on HA.com Nestled south of Sicily and covering just 122 square miles, Malta is among the smallest island nations

Publications & Media

Can Big Things Come in Big Packages?

In 1952, the Topps Company printed a few Mickey Mantle baseball trading cards in some of their bubble gum packages, worth about five cents at

Publications & Media

The Wizard of QOZ

In 1964, Henry Littlefield published an article in the American Quarterly that called L. Frank Baum’s children’s book The Wonderful Wizard of Oz a political

Publications & Media

What are five key risks of investing?

Investing without taking at least some risks may seem fruitless. But investing without understanding those risks is just plain senseless. Before you try to make

Publications & Media

The Art of Shredding Taxes

Going once, going twice, gone – literally. It’s not the way rare art auctions are intended to culminate,but then again, investments rarely end as anticipated.

Publications & Media

The Art of the Tax-Free Exchange

In the eyes of pop artist Andy Warhol, “Making money is art and working is art and good business is the best art.” It is

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