Magnus Financial Group LLC

05/25/2026

On this Memorial Day, Magnus Financial Group LLC honors and remembers the brave heroes who sacrificed their lives in service to our country. We remember their courage, sacrifice, and lasting legacy with gratitude and respect.

04/30/2026

Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is proud to share that our CEO & President, Michael S. Schwartz, CFP®, AEP®, ChFC®, has been recognized on Forbes’ 2026 Best-In-State Wealth Advisors list for the eighth consecutive year.

View the Ranking: https://www.forbes.com/lists/top-wealth-advisors/

View the Methodology: https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/

The very best advisors are laser focused on making a difference in their clients' lives; they want to add meaning and help them live better lives.

04/05/2026

Magnus Financial Group wishes everyone observing Easter a happy holiday filled with hope, reflection, and the joy of time well spent with family and friends.

04/02/2026

Magnus Financial Group wishes everyone observing Passover a meaningful and joyful holiday. May this season of freedom, tradition, and togetherness bring peace and renewed hope.

03/10/2026

■ U.S. large-cap stocks declined by 0.8% in February while U.S. small-cap stocks gained 0.8%. U.S. intermediate-term bonds fared well, rising 1.6%.
■ Headline inflation eased to 2.4% year over year, as energy and shelter costs moderated and January payrolls exceeded expectations.
■ The equal-weight S&P 500 rose 2.9%, outperforming the cap-weighted index, as value stocks and energy, materials, and consumer staples led the market, while technology lagged.
■ The technology sector faced concerns over AI-related capital spending, along with growing fears that AI agents will materially disrupt traditional software companies.
■ A U.S.–Israeli strike in Iran, regional retaliation, and the effective closure of the Strait of Hormuz pushed oil prices up 20% and sent equities lower.

Please see the attached February 2026 Market Commentary, which may be of interest to you: https://magnusfinancial.com/market-commentary-february-2026/

U.S. markets faced a turbulent first quarter in 2025, with large-cap stocks down 4% and small-cap stocks declining nearly 10%. Amid aggressive trade policies and rising tariffs, investor sentiment plummeted, raising concerns about the economic outlook. The Trump administration's high-stakes economic...

01/22/2026

Please see the attached Q1 2026 Market Outlook, which may be of interest to you: https://magnusfinancial.com/market-outlook-the-k-divide-q1-2026/

“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, and geopolitical tensions are at their most complex since WWII. As we look ahead to 2025, small business optimism is su...

12/24/2025

Happy Holidays from Magnus Financial Group! May the coming year bring you joy, love, and happiness.

12/10/2025

■ The government shutdown left markets and the Federal Reserve navigating an incomplete economic picture. Although the government has reopened, many reports remain delayed, and some will likely never be released.
■ Missing economic data contributed to diverging opinions about future interest rate cuts among Federal Open Market Committee members, which fueled market volatility.
■ AI-related spending is expected to contribute to over 40% of GDP growth in 2025, making it both a major source of growth as well as market concentration.
■ Mega-cap technology companies remained key drivers of strong third-quarter earnings growth for U.S. large-cap stocks, a trend that is expected to continue well into 2026.
■ With a clearer economic picture post government shutdown, stocks and bonds rallied, and the Fed’s near-term monetary policy strategy came into focus.

Please see the attached November 2025 Market Commentary, which may be of interest to you: https://magnusfinancial.com/market-commentary-november-2025/



Sources: Reuters, U.S. Census Bureau, Federal Reserve Bank of St. Louis, Conference Board, Salesforce, Adobe Analytics, Federal Reserve Bank of Atlanta, Bureau of Labor Statistics, Congressional Budget Office, Google Trends, Federal Reserve, Wall Street Journal, CNBC, CME, Polymarket, Federal Reserve Bank of New York, Factset, Google, The Conversation, Artificial Analysis, Anthropic, Bloomberg, Federal Reserve Bank of Dallas, AAA

11/27/2025

Magnus Financial Group LLC wishes you and your family a Happy Thanksgiving! May the season bring you happiness, good health, and abundance.

11/13/2025

■ U.S. large-cap stocks gained 2.3% in October while small-cap stocks rose 1.8%. U.S. intermediate-term bonds increased by 0.6%.
■ Third-quarter earnings have been broadly positive. Eighty-three percent of companies beat expectations, and overall quarterly earnings growth forecasts rose to 11%. The technology sector remains a key driver.
■ Despite the dearth of official government economic data during the government shutdown, the Federal Reserve lowered interest rates by 0.25%, but tempered expectations for a December cut.
■ Artificial intelligence remains a dominant market theme, and there is a reasonable debate over whether current enthusiasm reflects a trick-or-treat, an AI bubble, or a sustained transformational growth opportunity.

Please see the attached October 2025 Market Commentary, which may be of interest to you: https://magnusfinancial.com/market-commentary-october-2025/



Sources: Polymarket, Kalshi, CNBC, Bureau of Labor Statistics, Reuters, Federal Reserve Bank of St. Louis, Federal Reserve, CME FedWatch, Department of the Treasury, Bloomberg data series (tariff revenues), Wall Street Journal, FactSet, Meta, Alphabet, Morningstar, Bank of America, MacroMicro, CNN

U.S. markets faced a turbulent first quarter in 2025, with large-cap stocks down 4% and small-cap stocks declining nearly 10%. Amid aggressive trade policies and rising tariffs, investor sentiment plummeted, raising concerns about the economic outlook. The Trump administration's high-stakes economic...