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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 Group Q1 2023 Market Review
Market Review

Market Review – Q1, 2023

In Q1 2023, global stocks surged by 7.4%, buoyed by a resilient consumer and stabilizing interest rates, while U.S. small cap stocks faced challenges. Gold

Market Review

Market Review – Q4, 2022

Global stocks closed the quarter up 9.9% while U.S. intermediate-term bonds were up 1.9%; balanced portfolios returned 6.7%

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

Market Review

Market Review – Q3, 2022

Global stocks closed the quarter down -6.7% while U.S taxable bonds were -4.8% weaker; balanced portfolios returned -5.9%

Market Dashboard

Market Dashboard – Sep 2022

Stubbornly persistent inflation has eroded recent nominal growth; focus now shifts to when, and by how much, inflation will ease and if stagflation can be

Market Dashboard

Market Dashboard – Jun 2022

Consensus expected growth and inflation to decelerate in 2022; however, persistent inflation has driven the U.S. economy along a stagflation knife’s-edge

Market Review

Market Review – Q2, 2022

Global stocks closed the quarter down 15.5% while U.S taxable bonds were -4.7% weaker; balanced portfolios returned -11.3%

Market Review

Market Review – Q1, 2022

The first quarter of 2022 tested global markets as inflation continued to accelerate and growth slowed. While U.S. stocks and bonds declined simultaneously, energy emerged

Market Dashboard

Market Dashboard – Q1 2022

Discover the latest trends in the economic landscape and how they impact global markets with the Q1 2022 Market Dashboard. Learn about expected growth and

Market Dashboard

Market Dashboard – 2021-12-31

Want to understand the economic landscape? Dive into the Market Dashboard- an in-depth look at market trends over the past year. Gain insight on the

Market Review

Market Review – Q4 2021

Discover the top-performing sectors and assets of Q4 2021 in our latest market review. The quarter saw global stocks reaching all-time highs, with U.S. REITs

Market Review

Market Review – Q3, 2021

Despite a generally weak quarter for risk assets, commodities were the top performers with energy commodities up 21% for the quarter and 75% for the

Market Dashboard

Market Dashboard – September, 2021

Discover the latest insights on the global economy and markets with the Market Dashboard for September 2021. From the deceleration of growth and inflation to

Market Dashboard

Market Dashboard

Get a comprehensive overview of the market with our Market Dashboard. Our dashboard features up-to-date economic calendars, asset class returns, and key insights on inflation,

Market Dashboard

Market Dashboard

Get ahead in the fast-paced world of finance and investing with our comprehensive Market Dashboard. From economic calendars and global manufacturing updates to yield curve

Market Dashboard

Market Dashboard

From S&P 500 sales and earnings growth by sector to treasury yields and global negative yielding debt, our market dashboard provides a comprehensive overview of

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

Imagine Art Collecting Without the Taxes

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

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

Publications & Media

Is the multiple advisor model costing you?

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

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