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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.

Thursday, August 17, 2023

Running a successful business that generates wealth is incredibly satisfying. If there's a downside to it, it's that much of that wealth is generally illiquid, unless you sell the business or invest outside of your business.

Friday, June 23, 2023

Reviewing your Medicare coverage is an important part of your financial and insurance strategy. If you have any questions or need help navigating this process, we are happy to help.

Thursday, June 22, 2023

But it’s important to remember that rising yields can also create new opportunities. New bonds can be purchased with higher yields, and money that is scheduled to be reinvested can also take advantage of the higher yields.

Wednesday, June 21, 2023

Maybe it’s time for a change. I work with a select group of clients with whom I have built trusted personal relationships. My commitment to their financial well-being is strong. They know I’ll be there when they have questions or concerns.

Tuesday, June 20, 2023

Here’s a little known fact that may help you save money on life insurance: when it comes to underwriting, insurance carriers typically rate clients to their closest birthday. What does that mean?

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Tuesday, May 16, 2023

Recently, you may have seen reports that the so-called “depletion date” for Social Security was adjusted. This refers to the predicted date when the long-running program will no longer be able to pay full benefits.Barring...

Monday, May 8, 2023

Manage Your Money More EffectivelyNot having positive money management habits can have a severe impact not just on your current finances but also on your future finances. Creating and sticking to good habits can help you feel more in...

Wednesday, May 3, 2023

Market timing must be exhausting. Always moving in and out of the markets based on economic analysis or business headlines must be so challenging.The accompanying chart shows that money held in money market mutual funds rose to $5.1...

Wednesday, January 4, 2023

Fortress Business Advisory: New Blog For Business OwnersThe purpose of this post, is to make our business owners clients aware of business related topics posted by our sister company Fortress Business Advisory.The topic of the post is,...

Wednesday, January 4, 2023

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...

Friday, December 9, 2022

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...

Thursday, December 8, 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...

Friday, November 11, 2022

5 Facts About Social Security

Friday, October 14, 2022

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....

Monday, August 12, 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....

Wednesday, June 12, 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 &...

Tuesday, May 7, 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...

Monday, April 15, 2019

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',...

Monday, April 15, 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...

Thursday, March 7, 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...

Wednesday, February 13, 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...

Thursday, January 10, 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...

Thursday, December 13, 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...

Wednesday, November 7, 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...

Thursday, October 11, 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...

Tuesday, September 11, 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 &...

Thursday, August 9, 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....

Thursday, July 12, 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...

Thursday, June 14, 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...

Wednesday, May 9, 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...

Wednesday, April 11, 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 &...

Tuesday, March 20, 2018

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...

Thursday, July 5, 2012

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,...