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“The U.S. economy has been resilient, with low unemployment and healthy consumer spending, yet significant risks loom. Inflation may persist due to ongoing spending requirements,
As we enter Q1 2025, the market landscape is shifting dramatically. With digital assets surging by 52% and small business optimism reaching a six-year high,
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
As we approach the end of 2024, the market landscape is shaped by a mix of resilience and uncertainty. With inflation slowing and the U.S.
While market valuations and credit spreads seem to reflect a rather benign economic outlook, we continue to be vigilant about potential tail risks.
In a landscape of higher nominal rates and an inverted yield curve, short-term bonds are emerging as a compelling investment option, offering attractive real yields
In the ever-evolving landscape of credit markets, recent trends reveal a complex interplay of risk and opportunity. Following the turbulence caused by the collapses of
World is waking up to women’s decision-making role in household finances, says advisor. If you’re a woman advisor looking to support other women, Sharon Hayut
As we navigate the complexities of Q4 2023, two significant storm clouds loom over the market: unprecedented fiscal spending and escalating geopolitical tensions. With predictions
Private capital fundraising has faced significant challenges since Q4 2021, with 2023 showing a stark decline in activity. Despite this, private debt and secondaries have
In the wake of recent banking turmoil, the credit markets are experiencing significant shifts. While perceived credit risk among large asset managers has surged, the
In the ever-evolving landscape of finance, uncertainty looms large as we navigate the aftermath of unprecedented monetary policies and market dynamics. With conflicting signals from
Inflation is often described as a hidden tax, eroding purchasing power and consuming capital. As we navigate the current economic landscape, understanding long-term inflation trends
Girl Power Talk is delighted to announce an exclusive interview with Sharon Hayut, CDFA®, Senior Managing Director of Magnus Financial Group. In the interview, Sharon
Diversification is often hailed as the only free lunch in investing, a principle that can significantly enhance your long-term financial journey. By spreading investments across
Discover the latest insights into liquid credit trends and the evolving landscape of credit markets. Following the recent turmoil with major banks, the perceived credit
In the world of investing, the temptation to “time the market” can be strong, but is it truly worth the risk? As we navigate the
In Q2 2023, the financial landscape is marked by significant challenges and opportunities. With $42 billion withdrawn from a single bank in one day, the
In a shifting financial landscape, the decline of Treasury yields since the 1980s faces a potential reversal amid rising inflation. With the 2-year Treasury now
As inflation emerges, the U.S. Treasury market is witnessing a potential regime change, with yields on short-term government bonds finally offering attractive returns. The yield
Discover the intriguing dynamics of the gold market as it navigates through long-term trends and short-term corrections. With gold outperforming bonds and showing resilience against
As we navigate the complexities of 2023, the market outlook reveals a landscape shaped by tighter monetary policy, potential stagflation, and consumer challenges. With inflation
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
The third quarter was unusually challenging for U.S. investors as both U.S. large cap stocks (-4.9%) and bonds (-4.8%) declined together
For an entrepreneur, rising sales numbers and a growing client base are usually viewed as the primary signs of their business’ financial health. However, it’s
The equity market rally off the June lows was broad based, with most major indices recovering about half of the years sell-off, markets now focused
Despite the risks, it is important to keep perspective.
In 2020, the country was scrambling to find stability amidst the global Covid-19 pandemic. Today, inflation has reached levels the United States has not seen
Current cycle of growth dominance has experienced substantial mean reversion from a cycle peak in November 2021
For much of the decade leading up to COVID-19, a combination of excellent profitability and some of the least volatile economic conditions in history implied
Longer-term returns for gold are favorable relative to other safe-havens but over the short- term higher yields have increased the relative attractiveness of bonds at
The Covid-19 pandemic opened many business owners’ eyes to the financial challenges that can hit them during a national or global crisis. If they didn’t
The U.S. equity selloff has been broad-based in 2022 with stocks entering bear market territory in June
Treasury yields of all maturities had been declining since the early 1980s, but the emergence of inflation has triggered a potential regime change
Over the past 20 years, diversified portfolios have helped reduce volatility without giving up much upside
Ex-EM, credit spreads were near median across most sectors coming into June as almost all pain in credit was due to duration component (not spread
From “fighting” low inflation for over a decade, policymakers now must deal with the unfamiliar problem of inflation (now at 40-year highs)
Retirement planning can be a difficult and stressful subject for business owners. The sale of the business alone might generate enough income to sustain an
From “fighting” low inflation for over a decade, policymakers now must deal with the unfamiliar problem of inflation (now at 40-year highs)
Inflation, geopolitical tensions, and monetary policy continue to dominate market discussions in Q2, 2022. With the Federal Reserve contemplating aggressive interest rate hikes to combat
Discover the latest trends in the Treasury market with our topical research. 2020 set off a series of unprecedented events, resulting in government debt levels
Is the current market drawdown the start of a new bear market or just a correction? What can we learn from past bear markets and
Despite the year-to-year volatility, longer-term returns on gold have been consistent across multiple currencies. Real yields, which typically have an inverse correlation with the price
Inflation is surprising forecasts on a global scale, a first since 2009.” This statement sets the tone for the Market Outlook report on Q1 of
Going through a divorce is an unquestionably stressful and emotional time in a person’s life. Regardless of the surrounding circumstances, protecting your personal finances should
Is gold still a valuable investment? Amid the pandemic and vaccine announcements, gold has had a rocky ride with mixed returns. However, long-term trends show
As the world grapples with the Omicron variant and its potential impact, one thing is clear: the pandemic remains significant and unpredictable. From trends in
Even the best-run businesses aren’t fully immune to the impacts of market and economic conditions. These widespread downturns tend to stem from factors largely outside
View on Barrons.com By Cheryl Winokur MunkOct. 14, 2021 11:16 am ET With more people looking to switch jobs, financial advisors are increasingly being called
The global economy has undoubtedly been shaken by the COVID-19 pandemic. As we move into the final quarter of 2021, there are renewed concerns about
From retailers to contractors, many businesses deal with seasonal sales cycles, and they can be challenging for any leader to manage. Due to the nature
With all-time highs seen in the stock market, home prices, and incomes, it’s hard to ignore the current state of the economy. But with high
Most of us have worked hard and saved carefully to accumulate the assets we have. Similarly, many of the wealthiest people in the world achieved
Even as we begin to emerge from the pandemic, the lessons learned — including financial lessons — shouldn’t be forgotten. Whether it’s widespread or personal,
SUMMARY “…the nationwide rollout of Covid-19 vaccines, the persistence of ultralow interest rates, and expectations for torrid economic growth have convinced America’s money managers that
There’s been a lot of buzz on the internet about a potential stock market crash, with many new investors nervous about if and when it
Anger rarely pays — unless you are painting it. In 2017, Sotheby’s auctioned an untitled Jean-Michel Basquiat painting described as a rage-filled, skull-like face that
Navigating a divorce is challenging not only emotionally, but also financially. Given the legal ramifications, emotional stress and psychological impact involved in the dissolution of
Make no mistake – for the majority of the investors today, this could very well be the most important event of your investing lives. Speaking
Clients often develop strong bonds with their financial advisors because of the personal nature of the information they share. However, there may come a time
This did not start as a financial crisis, but it is morphing into a major economic crisis, with very serious financial consequences…There’s a long road
Investors beware: Treasury yields are converging with zero, and yields on risk-free short-term government bonds are back to zero after trailing inflation for the past
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
The 2020 US presidential election is heating up with Joe Biden leading in polls and betting markets, although 14 states and 209 electoral votes remain
It was valued at $30 million per foot. That is a big price tag, considering it stood only 3 feet tall. The sale, however, created
A successful retirement isn’t limited to when you’ve reached a certain age—it can happen whenever you no longer need to work to meet your financial
Should investors try to ‘time’ the market?” It’s a common question many people ask when considering investing, but the answer isn’t always clear. Volatility is
In the normal recession, unemployment goes up, delinquencies go up, charge-offs go up, home prices go down, none of that’s true here…Savings are up, incomes
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
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
“The worst pandemic in modern history was the Spanish flu of 1918, which killed tens of millions of people. Today, with how interconnected the world
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
Two heads are better than one. The more the merrier. Unity is power. These sayings demonstrate the strength in numbers—but each on one condition: For
It may be a memorable scene from the make-believe world of Alice in Wonderland by Lewis Carroll, but it also resonates with financial planners. Financial
Here’s how professional golfer Doug Sanders once described his retirement plan: “I’m working as hard as I can to get my life and my cash
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
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
Frank Sinatra probably wasn’t thinking about money and trust when he sang about “Love and Marriage,” but the same is true: You can’t have one
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.
Art and science are branches of the same tree. In the words of Albert Einstein, “Logic will get you from A to B. Imagination will
Investors call it fear. We call it an opportunity. Market cycles—the peaks and troughs of the economy—are nothing new. Since 1854, the markets have gone
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
For all professional athletes, eventual retirement from professional sports is an inescapable reality. It comes with the need to adjust to an environment that is
The last thing that The last thing that Matt Lauer and Annette Roque probably expected when they walked down the aisle was that their marriage
While professional athletes are often admired for their unique talents and followed by legions of adoring fans, fame carries an array of burdens, as well.
The proper management of one’s balance sheet can be challenging for even the most financially astute high net worth investors. A personal balance sheet is
Each week I meet with an array of prospective clients who disclose that they have more than one active financial advisor. They might have one
April marks the one-year anniversary of sweeping changes that took effect for New York State’s estate- and gift-tax laws. New York effectively doubled its exemption
Magnus Financial Group LLC is an independent, SEC-registered investment management firm headquartered in New York City. We specialize in providing customized wealth management and financial planning services to a diverse clientele, including high-net-worth individuals.
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Active clients will receive account statements directly from their qualified custodian at least quarterly. Statements should detail all transactions during the period. If you have any questions or are not receiving account statements at least quarterly, please contact us. If at any time you experience any changes in your investment objectives or risk tolerance, please contact us to determine if changes to your investment elections are necessary.
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