Blog
The Fortress Financial Strategies Blog - is a blog that focuses on investment, financial markets, and wealth management. We simplify complicated financial ideas into terms that are universally understood. Concentrating particularly on the psychology of money and investing, as well as simplifying investment solutions. We cover topics ranging from legal risks, insurance and annuities, stocks, bonds, mutual funds and retirement.
SECURE Act 2.0 Passed in Final Days of 2022
Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement. You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for Retirement Enhancement...
Read MoreFed Monitor Dashboard | See Where The Fed Is Heading On Monetary Policy
FED-O-METER | Our Fed-O-Meter is your monthly snapshot of where we see the Fed heading on monetary policy. Dive deeper exploring the numbers behind the needle and our summary below. As we enter the next phase of the expansion, we try to...
Read MoreMonthly Marketing Insights | December 2022
Monthly Marketing Insights | December 2022U.S. MarketsStocks surged higher in November on rising optimism that the Fed would slow down future interest rate hikes The Dow Jones Industrial Average gained 5.67 percent, while the...
Read MoreSocial Security By The Numbers | 5 Facts About Social Security
5 Facts About Social Security
Read MoreWhat is Happening with CPI and Inflation?
Believe me, everyone on Wall Street wants inflation to go away, or at least shrink back to below 2%, a level we enjoyed not so long ago. But Tuesday's Consumer Price Index report showed it might be some time before we see 2% again....
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Monthly Market Insights | August 2019
You are using an outdated browser. Please upgrade your browser to improve your experience. U.S. Markets Stocks raced to new highs in July, propelled by an expected cut in interest rates and better-than-expected corporate earnings....
Read MoreMonthly Market Insights | June 2019
US Markets Investors’ hope of an imminent trade deal with China was shattered in May, driving stocks lower and increasing market volatility. The Dow Jones Industrial Average dropped 6.69 percent, while the Standard &...
Read MoreMonthly Market Insights | May 2019
US Markets Stocks extended their rally this year on the heels of reinvigorated economic strength and better-than-expected corporate earnings, setting record highs in April. The Dow Jones Industrial Average gained 2.56 percent, while...
Read MoreVideo-THE FACTS ABOUT INCOME TAX
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. // // // // = 992) { $('.fmg-exclusive-brokercheck').css({ 'position': 'relative', 'top': '0', 'text-align': 'right',...
Read MoreMonthly Market Insights | April 2019
US Markets Stock prices finished the month higher despite a volatile domestic bond market and several poor economic reports. The Dow Jones Industrial Average rose 0.05 percent, while the Standard & Poor’s 500 Index gained 1.79...
Read MoreMonthly Market Insights | March 2019
US Markets Stocks rallied on growing optimism that a trade agreement between the U.S. and China may be imminent as well as news that the Fed has paused any further interest rate hikes. The Dow Jones Industrial Average led for the...
Read MoreMonthly Market Insights | February 2019
U.S. Markets A change in tone by the Federal Reserve and a solid start to earnings season sparked a stunning reversal in investor sentiment and ignited a sharp rally to begin the new year. The Dow Jones Industrial Average gained 7.2...
Read MoreMonthly Market Insights | January 2019
US Markets A steep drop in investor sentiment, exacerbated by programmatic selling, sent stocks lower in December, resulting in deep losses across the major market indices. The Dow Jones Industrial Average dropped 8.7 percent, and the...
Read MoreMonthly Market Insights | December 2018
US Markets Stock prices posted gains in November as a change in the Fed’s interest outlook sparked a late-month rally. The Dow Jones Industrial Average rose 1.7 percent, and the Standard & Poor’s 500 Index tacked on nearly...
Read MoreMonthly Market Insights | November 2018
US Markets Stock prices took investors on a volatile ride in October as interest rates, global economic health concerns, and a smattering of disappointing corporate earnings reports dominated trading. The Dow Jones Industrial...
Read MoreMONTHLY MARKET INSIGHTS | OCTOBER 2018
US Markets Stock prices turned in a mixed performance for September as large-cap issues trended higher and trade talks progressed. Meanwhile, technology stocks struggled, pulling the NASDAQ Composite down. The Dow Jones Industrials...
Read MoreMonthly Market Insights | September 2018
US Markets Strong corporate earnings and ongoing trade talks propelled stocks higher in August, as investors largely ignored economic events overseas. The Dow Jones Industrial Average climbed 2.16 percent, while the Standard &...
Read MoreMonthly Market Insights | August 2018
US Markets Stock prices moved higher in July, propelled by strong economic reports and robust corporate earnings while ignoring the woes of some high-profile tech names. The Dow Jones Industrial Average led, picking up 4.71 percent....
Read MoreMONTHLY MARKET INSIGHTS | JULY 2018
You are using an outdated browser. Please upgrade your browser to improve your experience. US Markets Markets were mixed in June amid more menacing trade tariff talk and a rising U.S. dollar. The Dow Jones Industrial Average fell 0.59...
Read MoreMONTHLY MARKET INSIGHTS | JUNE 2018
MONTHLY MARKET INSIGHTS | JUNE 2018 US Markets Despite political drama in Italy and continuing trade friction, stocks posted their best monthly performance since January. The Dow Jones Industrial Average rose 1.05 percent while the...
Read MoreMONTHLY MARKET INSIGHTS | MAY 2018
US Markets Stocks posted modest gains in April as solid earnings faced headwinds from higher interest rates, inflation fears, and geopolitical concerns. For the month, the Dow Jones Industrial Average rose 0.25 percent while the...
Read MoreMonthly Market Insights | April 2018
US Markets Trade jitters and growing concerns about big technology companies facing greater government regulation sent stocks on a volatile ride in March. The Dow Jones Industrial Average lost 3.48 percent, while the Standard &...
Read MoreMarch Market Update
US Markets Last month proved the Wall Street adage that, "Stocks climb the stairs up, but take the elevator down." After an extended steady climb, stocks tumbled into correction territory in the opening days of February, setting the...
Read MoreA Doctor's Economic Lifestyle Video
This video explains the process we use to evaluate a Doctor's Economic Lifecycle. Using the GreenBook methodology we are able to evaluate a doctor's current progress on their journey to Financial Independence. After this evaluation,...
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