McGowan Group Asset Management

McGowan Group Asset Management http://themcgowangroup.com/
See our social media guidelines here: http://themcgowangroup.com/social-media-guidelines

McGowan Group Asset Management, Inc was founded in 2001 as a federally registered investment advisory firm. Today, the McGowan Group manages over six hundred million in financial assets for individuals and businesses in Dallas, TX. We provide advice to individuals, trusts, estates or charitable organizations, pension and profit sharing plans, and corporations, limited liability companies and/or ot

her business types. The McGowan Group helps clients build a diverse portfolio that achieves consistent cash flow for retirement, business growth and trusts. Work with a team of advisors, each specialized in an investment area. Learn more about our experienced team of certified investment management analysts and private wealth advisors.

08/28/2026

AI Dangers Ahead

As we enter the final third of 2026, the U.S. economy continues to defy recessionary fears, backed by a strong 4.6% Q3 GDP estimate—more than double the 20-year historical average. While broad benchmarks like the S&P 500 remain solid (+14% YTD), deep value and energy infrastructure sectors are delivering stand-out risk-adjusted performance. However, mounting off-balance-sheet commitments in big-tech AI infrastructure highlight the need for disciplined portfolio harvesting and tactical safety.

Market Breakdown & Performance Highlights

Macro GDP Strength: Q3 2026 GDP growth is pacing at 4.6%, driven by robust industrial activity and capital investment.

* Deep Value & Energy Outperformance:

* S&P 500: +14% YTD

* Energy Select Sector / Oil & Gas: +41.5% YTD

* Plains All American (PAA): +54% YTD

* Dell Technologies: +275% YTD (demonstrating how deep-value entries can rerate significantly)

* Refining Margins & Crack Spreads: Crack spreads (refining profit margins) remain at historically high levels above $50/barrel. Structural disruptions—such as 7% of global refining capacity sidelined in Russia—continue to benefit domestic refiners like Marathon Petroleum and Valero.

The AI Debate: Dangers vs. Real-World Utility

* $3 Trillion Off-Balance-Sheet Risk: Recent data from Groundbreaker Research and the Wall Street Journal reveals over $3 trillion in future commitments across tech hyperscalers for data centers, power, chip orders, and leases.

* Cash Burn Concerns: Key AI model providers face heavy cash burn while taking on long-term "take-or-pay" contracts. If end-user monetization slows, non-cash-flow-generative players risk severe balance sheet contraction.

* Enterprise Practicality: Applied enterprise AI continues to deliver productivity gains across wealth management processes, client reporting, and analytical modeling. The market will ultimately bifurcate between capital-burning speculative tech and resilient, cash-flow-backed platforms.

Portfolio Positioning & Action Plan

1. Harvesting Strategy: Executing partial profit harvests on surging value names to maintain balanced risk metrics.

2. Tactical Safety: Reallocating cash flows into high-yield, short-duration assets while keeping dry powder ready for market drawdowns.

3. Midyear Review Coordination: Completing midyear tax summaries and updating long-term wealth plans with clients and their CPAs.

🌐 Upgrade Your Plan with The McGowanGroup
Recognized by Forbes as a Top RIA, The McGowanGroup delivers institutional-quality research and active wealth management to build high cash flow portfolios.

Contact our team at The Crescent today to schedule your comprehensive Investment Planning Analysis:

📞 214-720-4400 | 📧 [email protected] | 🌐 https://themcgowangroup.com/



Disclaimer: In Oct 2025, MGAM was named by Forbes/SHOOK Research as a Forbes Top RIA Firm based on quantitative/qualitative criteria. Fees were paid for marketing use. Full methodology: https://www.forbes.com/sites/rjshook/2025/10/01/methodology-americas-top-ria-firms-2025/

08/21/2026

Key Discussion Points
1. U.S. National Debt Tops $40 Trillion
Debt & Treasury Operations: The U.S. national debt crossed $40 trillion [00:59]. Treasury actions focused on holding down long-term interest rates by purchasing 20-year notes at a yield around 5.24%–5.3% (the highest level since 2007) [02:00].

Market Reactions: This environment sparked rallies in alternative assets, pushing Bitcoin to ~$77,000 (up 23% on the week) and Gold up 5% [02:25].

Context & Global Ownership: Spencer and Alex contextualized global debt holdings, noting that foreign ownership—such as China holding under $1 trillion and Japan holding around $1 trillion—means a selloff would be a minor blip in the overall Treasury market [03:56].

2. U.S. Household Net Worth & Market Duration Risk
Household Balance Sheets: U.S. household net worth reached $183 trillion [07:35]. Real estate accounts for roughly $45 trillion, with the remaining $140+ trillion spread across retirement accounts, liquid assets, and other holdings [07:54].

Duration Risk Warning: A 20-year Treasury ETF example illustrated how long-duration bond funds fell from 170 down to 82 when rates rose, demonstrating the risks of long-term bond price volatility [05:37].

3. Macroeconomic Growth vs. Media Narratives
Atlanta Fed GDPNow: Q3 GDP estimates sat at 4.0% [09:44].

Earnings & Retailing: Despite media coverage regarding potential recessions, Walmart reported 2.6% same-store sales growth, reflecting ongoing consumer spending rather than a contraction [10:21].

4. Sector Performance & Inflation Hedges
Energy Sector Surge: The S&P Energy Sector leads broader markets, returning 45% year-to-date [15:08] compared to the S&P 500's 13% year-to-date [15:02].

Commodities & Refining: Crude oil reached $86.37 [13:11], driven by refinery disruptions and heavy draws on storage reserves [13:22]. Crack spreads spiked to roughly $60/barrel [14:36].

5. Midyear Tax Summaries & Wealth Management Process
Client Vault Updates: The firm completed midyear tax summaries detailing realized capital gains and portfolio income across taxable accounts, uploading them directly to client secure document vaults for CPA coordination [17:40].

🌐 Upgrade Your Plan with The McGowanGroup
Recognized by Forbes as a Top RIA, The McGowanGroup delivers institutional-quality research and active wealth management to build high cash flow portfolios.

Contact our team at The Crescent today to schedule your comprehensive Investment Planning Analysis:

📞 214-720-4400 | 📧 [email protected] | 🌐 https://themcgowangroup.com/



Disclaimer: In Oct 2025, MGAM was named by Forbes/SHOOK Research as a Forbes Top RIA Firm based on quantitative/qualitative criteria. Fees were paid for marketing use. Full methodology: https://www.forbes.com/sites/rjshook/2025/10/01/methodology-americas-top-ria-firms-2025/

08/13/2026

If you haven't already, check out last week's video detailing The Ultimate Wealth Management Performance Report!

08/07/2026

The Ultimate Wealth Management Performance Report

Origin Story of Performance Tracking [01:09]: Spencer recounts starting performance reporting back in 1986 using dot-matrix printouts and paper statements, which eventually evolved to Advent software and now SS&C Black Diamond [03:05].

Core Reporting Dashboard Tiles [03:41]:
• Activity Summary: Details beginning value, net additions/withdrawals, net gain, and total ending value [03:45].
• Life-of-Account Return: Highlights an annualized 7.66% average return over a sample 25-year history [04:32].
• Cash Allocation & Account Map: Shows cash breakdowns and aggregates accounts (IRAs, Roths, taxable) under a single household umbrella [05:06].
• Projected Income: Breaks down projected dividends and interest to help clients live off cash flow during retirement [05:48].

Historical Performance & Crisis Management [07:13]:
• Full Transparency / Downdrafts: Reviews historical market drawdowns (including -29% in 2008) [07:21].
• Recovery Strategy: Explains how tactical shifts—such as buying discounted high-yield bonds paying 15% interest—helped achieve record profitability within 9 months of the 2008 close [08:05].

Tax & Midyear Planning Tools [09:52]: Demonstrates how clients can pull midyear tax summaries, realized gains/losses, and income tax characterizations (qualified vs. tax-exempt) straight from the portal for CPA planning [10:09].

🌐 Upgrade Your Plan with The McGowanGroup
Recognized by Forbes as a Top RIA, The McGowanGroup delivers institutional-quality research and active wealth management to build high cash flow portfolios.

Contact our team at The Crescent today to schedule your comprehensive Investment Planning Analysis:

📞 214-720-4400 | 📧 [email protected] | 🌐 https://themcgowangroup.com/



Disclaimer: In Oct 2025, MGAM was named by Forbes/SHOOK Research as a Forbes Top RIA Firm based on quantitative/qualitative criteria. Fees were paid for marketing use. Full methodology: https://www.forbes.com/sites/rjshook/2025/10/01/methodology-americas-top-ria-firms-2025/

07/24/2026

The Global Energy Crisis?

🚨 A looming global energy crisis is colliding with an investor revolt against hyper-cap tech spending, driving a massive Q3 capital rotation.

While the S&P 500 generated stellar 70% earnings growth over last year—led by hyperscalers delivering 181% earnings growth—investors are starting to rebel against tech companies burning massive cash on AI data centers without immediate return on invested capital (ROIC) [01:18, 04:33].

⚡ The Tech Spend Rebel vs. The Energy Surge
Q3 Winners & Losers: Since July 1st, capital has rotated aggressively out of chip and AI names (Tesla, Intel, Lamb Research, SanDisk) and poured directly into refiners and energy giants like Phillips 66, Marathon Petroleum, Chevron, Valero, and Diamondback Energy [03:04, 05:03].

The Record Crack Spread: Driven by Ukrainian Flamingo drone strikes knocking out ~7% of Russian petroleum export capacity and Houthi threats in the Red Sea, refined product inventories have plummeted [06:02, 06:13]. Gasoline and distillate inventories sit at historic lows while the "crack spread"—the profit margin for refining crude oil into usable fuel—has surged to an unprecedented $80/barrel [06:55, 07:33].

The Strategic Reserve Deficit: US and European Strategic Petroleum Reserves remain near 40-year lows [08:00]. Refilling a half-billion-barrel deficit extended the energy cycle, expanding valuation multiples across energy infrastructure and pipelines [08:26, 10:47].

⛽ The Natural Gas & Arbitrage Opportunity
US Glut vs. European Crisis: Permian basin drilling has created a localized natural gas surplus, dragging US futures down 19% YTD to ~$2.00/MMBtu [11:02, 11:40].

The European Arbitrage: Disrupted supply has pushed European natural gas up 116% YTD to $21.42/MMBtu—over 10x the US price [12:26, 12:36]. US LNG exporters and pipeline networks are uniquely positioned to bridge this massive pricing gap as global demand accelerates [12:47].

🌐 Upgrade Your Plan with The McGowanGroup
Recognized by Forbes as a Top RIA, The McGowanGroup delivers institutional-quality research and active wealth management to build high cash flow portfolios.

Contact our team at The Crescent today to schedule your comprehensive Investment Planning Analysis:

📞 214-720-4400 | 📧 [email protected] | 🌐 https://themcgowangroup.com/



Disclaimer: In Oct 2025, MGAM was named by Forbes/SHOOK Research as a Forbes Top RIA Firm based on quantitative/qualitative criteria. Fees were paid for marketing use. Full methodology: https://www.forbes.com/sites/rjshook/2025/10/01/methodology-americas-top-ria-firms-2025/

07/10/2026

The 10 Stages of Estate Planning 2.0

☀️ Summer is peak estate planning season, and most families are leaving their wealth structurally exposed to unnecessary tax hits and infighting.

While an estate attorney drafts the legal paperwork, your wealth manager executes the actual plan. Having handled hundreds of estates over the past two decades, we have seen exactly where the ex*****on pipeline breaks down [00:46, 01:27].

📜 Wills vs. Living Trusts: The Structural Choice
The Will & Probate Trap: Relying strictly on a will means your heirs face the courthouse probate system just to get a letter of testamentary [04:42]. This process takes weeks, racks up legal fees, forces the creation of a temporary estate account, and effectively shuts off the banking pipes and income streams for your family [04:48, 05:17].

The Living Trust Efficiency: A living trust completely bypasses probate, keeping operations smooth and private [05:48]. It protects you as you age by allowing a successor trustee to step in seamlessly, and features a "pour-over will" to capture any outliers [06:02, 06:32]. It is essentially paying to handle your probate upfront to save your heirs massive headaches [06:25].

🔑 The 5 Summer Action Items for Your Estate
The Beneficiary Audit: Most accounts lack critical contingent beneficiaries, which can instantly trigger massive tax liabilities if both primary owners pass [18:46, 18:59]. Ensure you establish per stirpes designations so assets flow directly down your bloodline to your grandkids if a child passes away first [02:11].

Execute a Will or Trust: If you don't have one, get it built immediately. If you do, we call it up on screen via Zoom to audit outdated clauses or remove beneficiaries who no longer fit [19:04, 20:43].

Establish Trustee Boot Camp: Corporate trustees offer professional fiduciary oversight for about 50 basis points, eliminating family bias [02:47, 03:03]. If naming a family member, put them on a Zoom call with your wealth manager now to outline their legal obligations [03:10, 03:48].

Secure Digital Keys: Compile your master passwords and encryption keys onto a secure physical drive inside your safe so your wealth team and heirs aren't locked out [19:28].

Define Fairness Explicitly: Sit down with the kids—or even record a video statement—defining exactly why you are structuring allocations the way you are to preempt toxic family squabbles [19:42, 20:17].

🌐 Secure Your Legacy with The McGowanGroup
Recognized by Forbes as a Top RIA, The McGowanGroup synchronizes with your CPA and estate attorney to ensure seamless asset transitions across generations.

Contact Preston Lane or our team at The Crescent today to upload your legal documents to our secure vault and schedule your review:

📞 214-720-4400 | 📧 [email protected] | 🌐 https://themcgowangroup.com/



Disclaimer: In Oct 2025, MGAM was named by Forbes/SHOOK Research as a Forbes Top RIA Firm based on quantitative/qualitative criteria. Fees were paid for marketing use. Full methodology: https://www.forbes.com/sites/rjshook/2025/10/01/methodology-americas-top-ria-firms-2025/

07/02/2026

McGowanGroup Wealth Management Q3 2026 Updates

🚨 The major indexes are hitting historic peaks, but beneath the surface of this bull run lies a critical mid-year divergence.

As we kick off Q3 2026, standard market indexing is masking massive performance gaps between overhyped tech plays and actual cash-flow value.

📊 The First-Half Breakdown: Revisions & Reality
The Semiconductor Surge vs. Big Tech: While the Dow is up 9.5% and the S&P has climbed 9% year-to-date, the traditional "Magnificent Seven" actually dropped about 4.5% [01:52, 02:17]. Instead, the real momentum has shifted to heavy AI infrastructure components—specifically memory and semiconductors like SanDisk, Western Digital, and Micron [02:25].

The $12 Billion Hype Trap: Speculative froth is reaching dangerous territory. One trending AI company has skyrocketed 115% year-to-date, commanding a $12B valuation despite bleeding $1.5B in annual cash burn and sitting on a negative $770M in equity [08:27, 09:14].

The Crypto Leverage Crackdown: The crypto market has shed over $2T from its peak, with Bitcoin slipping below $58k [10:04, 10:43]. The institutional rollout of an open, instantaneous US Dollar stablecoin backed by major banks is fundamentally challenging the core thesis of crypto transactions [10:50]. Under pressure, heavily leveraged plays like MicroStrategy crashed 44% year-to-date and over 80% from their highs [11:08].

Deep Value in the Woodshed: High-growth software stalwarts like Salesforce and Adobe have been brutally beaten down—both plunging 40% this year despite maintaining double-digit revenue growth, creating potential deep-value bargains [13:00, 13:21].

🪓 The Tactical Blueprint: Summer Planning & Safety Reserves
With the Dow tapping a historic 52,700 intraday high, our core mandate remains unchanged: don't mess it up, and harvest when the tree is heavy. [14:00]

We are actively raising tactical cash safety reserves right now while the markets are strong, positioning portfolios to pivot into high-cash-flow underpriced assets during the next inevitable seasonal correction [14:11, 15:23].

Summer Planning Action Items:
Summer is the optimal time to prep your balance sheet. Our team is actively assembling mid-year June 30th tax summary estimates for your CPA to map out preliminary 2026 tax brackets [03:07, 03:32]. Concurrently, we are auditing account structures, updating trust documentation, and verifying primary beneficiaries within the Black Diamond document vault [03:25, 03:43].

🌐 Navigate the Market with The McGowanGroup
Recognized by Forbes as a Top RIA, The McGowanGroup delivers institutional-quality research and active wealth management built for affluent families.

Contact our team at The Crescent today to review your performance metrics via the upgraded Black Diamond portal and schedule your comprehensive Investment Planning Analysis:

📞 Call us: 214-720-4400
📧 Email us: [email protected]
🌐 Visit our website: https://themcgowangroup.com/



Disclaimer: In October 2025, McGowanGroup Asset Management was named by Forbes and SHOOK Research, LLC as Forbes Top RIA Firms in 2025 based on a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms from the past year. A licensing fee was paid solely to use the rating in approved marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available here: https://www.forbes.com/sites/rjshook/2025/10/01/methodology-americas-top-ria-firms-2025/

06/26/2026

High Tech Deep Value?

🚨 The major indexes are scaling new peaks, but indexing momentum is masking a hidden structural divergence.

Seasoned asset allocators are looking past market milestones at the critical gaps between multi-billion dollar hype cycles and true earnings power.

📊 Behind the Bull Run: Tracking the Revisions
AI Hype vs. Revenue: Cerebras commands a $37B valuation while losing money on just $193M in revenue. Similarly, SpaceX hit private market prints of $220 (a $2.5T valuation) despite an annualized net loss of $8B.

The Crypto House of Pain: Total crypto market cap evaporated from over $4T down to $2.07T. MicroStrategy crashed from $543 to below $86 after borrowing debt to buy Bitcoin—proving the danger of leverage on zero-yield assets.

Tech & Deep Value Rebalance: Cyclical winners like Dell and Micron require disciplined profit harvesting. Meanwhile, Adobe and Salesforce are down over 40% for the year, presenting mid-year tax-loss selling opportunities to offset those gains.

🪓 The Ex*****on Blueprint: Harvesting Early
When markets behave like this, you don't chase the spikes. You harvest the fruit off the tree.

Instead of waiting for the December 15th crowd to scramble for liquidity, the time for tactical asset allocation is right now while the wind is at your back. We are actively trimming overextended positions to build a robust cash safety reserve—ensuring your war chest is fully equipped to deploy into deep-value, high-cash-flow underpriced assets when the next seasonal correction hits.

Are you taking tactical profits at the top, or waiting for a correction to force your hand? Share your perspective in your networks.

🌐 Navigate the Market with The McGowanGroup
Recognized by Forbes as a Top RIA, The McGowanGroup provides institutional-quality research and active portfolio management built for successful families and high-net-worth individuals.

Contact our team at The Crescent today to schedule your comprehensive, personalized Investment Planning Analysis:

📞 214-720-4400 | 📧 [email protected] | 🌐 https://themcgowangroup.com/



Disclaimer: In Oct 2025, MGAM was named by Forbes/SHOOK Research as a Forbes Top RIA Firm based on quantitative/qualitative criteria. Fees were paid for marketing use. Full methodology: https://www.forbes.com/sites/rjshook/2025/10/01/methodology-americas-top-ria-firms-2025/

06/18/2026

All Time New Highs on Equity Indexes

🚨 Public equity indexes are matching all-time highs, but the smart money is tracking the hidden cash flow flow lines.

While retail investors chase the momentum of a historic market surge, seasoned asset allocators are identifying which sectors are fundamentally thriving and which are resting entirely on valuation hype.

📊 Behind the Bull Run: Tracking the Fast-Moving Revisions
The AI Hardware Split: Mega-cap tech continues to power the indexes, with infrastructure players like Dell surging 242% and memory leaders like Micron up 287% year-to-date [05:22, 05:30]. This cash flow velocity stands in stark contrast to legacy enterprise software and payment processors, which are absorbing a heavy hit [06:12, 07:02].

The SpaceX Valuation Question: With speculation surrounding private markets hitting a peak, the real test remains profitability. Chasing hype at 125x revenue is a risk; long-term value is only unlocked when speculative platforms turn the corner toward tangible earnings [01:21, 03:51].

Geopolitical Energy Shifts: Despite a drop in oil below $75 this week providing immediate inflation relief, global storage is at rock bottom [08:40, 10:53]. Long-term futures curves reveal a structural baseline $15 higher than historical averages, keeping midstream energy infrastructure highly profitable [14:18, 14:52].

🪓 The Ex*****on Blueprint: Harvesting When the Tree is Heavy
When markets behave like this, you don't chase the trend. You execute a disciplined, institutional plan.

Instead of waiting for the traditional year-end crowd to struggle for liquidity on December 15th, the time for tactical asset allocation is right now while the wind is firmly at your back. We are actively trimming overextended positions to build a robust cash safety reserve. This strategic liquidity ensures your war chest is fully equipped to deploy into deep-value, high-cash-flow underpriced assets when the next seasonal correction hits.

Are you taking tactical profits at the top, or waiting for a market correction to make the decision for you? Share your perspective in your networks.

🌐 Navigate the Market with The McGowanGroup
Recognized by Forbes as a Top RIA, The McGowanGroup provides institutional-quality research and active portfolio management built for successful families and high-net-worth individuals.

Contact our team at The Crescent today to schedule your comprehensive, personalized Investment Planning Analysis:

📞 Call us: 214-720-4400
📧 Email us: [email protected]
🌐 Visit our website: https://themcgowangroup.com/



Disclaimer: In October 2025, McGowanGroup Asset Management was named by Forbes and SHOOK Research, LLC as Forbes Top RIA Firms in 2025 based on a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms from the past year. A licensing fee was paid solely to use the rating in approved marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available here: https://www.forbes.com/sites/rjshook/2025/10/01/methodology-americas-top-ria-firms-2025/

06/05/2026

Liquidity Crisis Ahead?

The headlines are buzzing with history as the Dow flirts with the 52,000 mark.

But while retail investors are giving in to pure euphoria and chasing the momentum, experienced allocators are tracking a completely different set of data points. We are currently witnessing an extraordinary economic backdrop, but the margin for error at these valuation heights is shrinking fast.

Here is the objective data behind the headlines from this week's advanced report:

📈 THE MACRO BACKBONE: Forward Revisions Are Real
The Growth Engine: The economic bears keep striking out. Driven by heavy productivity gains and industrial automation, corporate profitability isn't just surviving higher rates—it’s thriving.

FEMO Over FOMO: Ed Yardeni’s concept of FEMO (Forward Earnings Momentum) remains the true anchor of this bull run. The massive upward revisions in forward earnings estimates prove that the market's trajectory is backed by real corporate cash flow, not just empty speculation.

The Concentration Wave: High-performance infrastructure and tech hardware are carrying massive velocity. However, when index performance becomes heavily concentrated in a select group of mega-cap players, it artificially masks the undercurrents of the broader market.

🛑 THE HIDDEN CRACKS: Fixed Income and Alternative Markets
While public equities grab the front-page news, an entirely different story is unfolding in the fixed income and private debt landscape:

The 30-Year Yield Reality: Long-term yields are fluctuating in a tight structural range. For fixed-income strategists, this is re-writing the rules of duration risk. If you are locked into the wrong long-term structures, your purchasing power is absorbing a quiet hit.

Private Credit Default Warning: As of the latest numbers, the private credit default rate has quietly crept up to 6%. Many investors treated private credit as a high-yielding safe haven, but it is fast becoming a liquidity trap. Once you are locked in, exiting during a credit crunch is nearly impossible.

🚨 THE PORTFOLIO STRATEGY: Harvesting at the High Points
When the market hits historic milestones like Dow 52,000, you do not double down on the spikes. You execute a disciplined, institutional plan. You harvest the fruit off the tree.

Instead of waiting for the traditional year-end scramble when the entire herd tries to execute tax-loss selling on December 15th, our tactical playbook is in full effect right now:

Pruning the Multiples: We are actively trimming profits from overextended positions that have accelerated far past their logical forward earnings multiples.

Rebuilding the Safety Reserve: Those realized gains are being captured to build a strategic cash safety reserve and tactical "dry powder" buffer while the wind is firmly at our back.

Positioning for Deep Value: Having liquidity on hand ensures that when the next seasonal correction or sudden geopolitical headline triggers a short-term panic, we are fully equipped to deploy capital into highly stable, underpriced, high-cash-flow assets.

The Bottom Line: Chasing all-time highs out of a fear of missing out is a trading mistake that has to be relearned every few cycles. True wealth management relies on acquiring great companies at a reasonable price that return capital to you via robust cash flow.

Are you taking tactical profits at the peak, or waiting for a market correction to make the decision for you?

🌐 Navigate the 2026 Landscape with The McGowanGroup
Recognized by Forbes as a Top RIA, The McGowanGroup provides research built for investors by experienced Portfolio Managers. Based at The Crescent in Dallas, our team of professionals acts as a fiduciary to coordinate comprehensive wealth management, estate planning, and tactical asset allocation.

Don't let market noise dictate your financial future. Contact us today to schedule your comprehensive, personalized Investment Planning Analysis:

📞 Call us: 214-720-4400
📧 Email us: [email protected]
🌐 Visit our website: https://themcgowangroup.com/

(Full chart presentations, performance track records, and model portfolio breakdowns are available at networthradio.com)



Disclaimer: In October 2025, McGowanGroup Asset Management was named by Forbes and SHOOK Research, LLC as Forbes Top RIA Firms in 2025 based on a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms from the past year. A licensing fee was paid solely to use the rating in approved marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available here: https://www.forbes.com/sites/rjshook/2025/10/01/methodology-americas-top-ria-firms-2025/

Address

300 Crescent Court, Suite 1776
Dallas, TX
75201

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

Telephone

+12147204400

Website

Alerts

Be the first to know and let us send you an email when McGowan Group Asset Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category