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Magnus Financial Group Q3 2025 Market Outlook
Market Outlook

Market Outlook Fireworks – Q3, 2025

“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,

Magnus Financial Group market outlook Q1 2025
Market Outlook

Market Outlook – Q1, 2025

“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,

Market Outlook

Market Outlook – Q1, 2025

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,

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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 Q4 2024 market outlook summary.
Market Outlook

Market Outlook – Q4, 2024

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.

Market Outlook

Market Outlook – Q3, 2024

While market valuations and credit spreads seem to reflect a rather benign economic outlook, we continue to be vigilant about potential tail risks.

Market Outlook

Market Outlook – Q4, 2023

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

Magnus Financial Group market outlook Q3 2023.
Market Outlook

Market Outlook – Q3, 2023

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

Magnus Financial Group Q2 2023 Market Outlook cover
Market Outlook

Market Outlook – Q2, 2023

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 With $42 billion withdrawn from a single bank in one day, the

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

Magnus Financial Group market outlook Q1 2023
Market Outlook

Market Outlook – Q1, 2023

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

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 Outlook

Market Outlook – Q4, 2022

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

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 Outlook

Market Outlook – Q3, 2022

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

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 Outlook

Market Outlook – Q2, 2022

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

Market Outlook

Market Outlook – Q1, 2022

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

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 Outlook

Market Outlook – Q4, 2021

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

Market Outlook

Market Outlook – Q3, 2021

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

Market Outlook

Market Outlook – Q2, 2021

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

Market Outlook

Redefining Normal – Q1

Make no mistake – for the majority of the investors today, this could very well be the most important event of your investing lives. Speaking

Market Outlook

Market Outlook – Feast or Famine

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

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

Market Outlook

Market Outlook – Three in One

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

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

Market Outlook

Market Outlook – Q2 2020

“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

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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