Fiduciary CM

Call Website

Fiduciary CM Registered Investment Advisor We are a boutique financial and insurance consulting practice, managed by Paul McIntyre.

We are registered with more than one securities firm to meet the needs of clients. For retirement plan and other investment related advisory services, we are registered with NAMCOA®, which is a federally Registered Investment Advisory Firm. As an Advisor of a Registered Investment Advisory firm (“RIA”), we are held to a fiduciary standard of care, which requires us, to put our client’s best interest, first when recommending or advising on services or investment products. Paul McIntyre is also licensed as an insurance agent in Oregon, and First Oregon LLC is his insurance agency. He is also registered with MSC-BD, LLC, a FINRA Member broker dealer, that provides merger & acquisition investment banking services.

Today's investing lesson:Don't choose active managers who operate on "conviction" alone, without waiting for price valid...
10/20/2026

Today's investing lesson:

Don't choose active managers who operate on "conviction" alone, without waiting for price validation.

Shares of CoreWeave slid last week, a sign that the trade might be entering a new stage.

From Torsten Slok at Apollo:Expect trouble ahead for the AI trade. We have seen a couple of people arguing that maybe w...
10/20/2026

From Torsten Slok at Apollo:

Expect trouble ahead for the AI trade. We have seen a couple of people arguing that maybe we have seen the worst already....please review a stock chart 1999-2003...

10/18/2026

Investors may be beginning to question whether the AI investment boom can sustain its extraordinary pace. If growth expectations falter, the fallout could extend well beyond technology stocks.

10/18/2026

Part 5 — Under­stand­ing Your DST Tax Pack­age DST.EDU Spe­cial Series Octo­ber 18, 2026 By Al DiNi­co­la, AIF®Pri­vate Fund Advi­sorDST 1031 Spe­cial­istFidu­cia­ry Cap­i­tal Man­age­ment,...

Two things might be behind the dollar's turn:Reduced odds of a rate hike at the next Fed meeting, and jitters about the ...
10/17/2026

Two things might be behind the dollar's turn:

Reduced odds of a rate hike at the next Fed meeting, and jitters about the AI trade that might be inducing some money to move overseas.

That makes, for now, international investing and bonds decent hedges if this week's jitters continue.

CBO recently released their fiscal year-end 2026 budget report. Nice round number of $2T deficit.Receipts up 3%, outlay...
10/16/2026

CBO recently released their fiscal year-end 2026 budget report. Nice round number of $2T deficit.

Receipts up 3%, outlays up 6%, 0% appetite to address it.

Reflecting the stress creeping into data center-related debt, high yield spreads are approaching the highs of the year. ...
10/16/2026

Reflecting the stress creeping into data center-related debt, high yield spreads are approaching the highs of the year. Not a great sign for risk in general.

We talked about how financial conditions were tightening, and gave examples of the extremely high inverse correlation wi...
10/15/2026

We talked about how financial conditions were tightening, and gave examples of the extremely high inverse correlation with risk assets in our last weekly newsletter here:

http://dlvr.it/TVwhKz

This week: more tightening.

The response of long bonds to a bad inflation number yesterday--a steady rally after some hesitation--suggests possible ...
10/15/2026

The response of long bonds to a bad inflation number yesterday--a steady rally after some hesitation--suggests possible concerns over the AI-bubble coming apart, and negative growth implications from there, might be taking precedence over more rate hike worries--for now.

Odds for a rate hike at this month's meeting started the day yesterday, after a bad inflation number, at even, and ended...
10/15/2026

Odds for a rate hike at this month's meeting started the day yesterday, after a bad inflation number, at even, and ended the day at 30%: solid evidence the market is more focused on the potential for growth damage of the AI bubble bursting than it is on backward-looking inflation.

Address

Lake Oswego, OR
97035

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+15035151313

Website

Alerts

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

Shortcuts

Share