Defiant Capital Group

05/07/2025

Could Treasury Yields Return to 14%? It sounds crazy, but in 1981, it was reality.

In his latest piece, Stuart Strasner, CFA explores how we could end up back in a world of double-digit Treasury yields, the ripple effects across markets and portfolios, and three smart strategies investors should consider now as potential hedges.

🔗 Read it here:
https://bit.ly/4iSHW6r

Defiant Capital Group provides elite investment management and wealth management for entrepreneurs who refuse to settle for conventional financial advice.

05/04/2025

Policy uncertainty continues to unsettle markets, affecting investors' confidence and decision-making. In our latest newsletter, we discuss markets, policy changes, the recent selloff, and potential strategic actions to keep your investments resilient.

Read our full insights here: https://bit.ly/4d28twQ

Markets clawed back early losses in April, but one thing has become clear - policy uncertainty and risk isn’t fading, it’s spreading.

04/23/2025

💰 Earning $250K, $500K, or more and wondering why so much is going to taxes?

You're not imagining it. High-earning W-2 employees often pay more in taxes than their peers — not because they did anything wrong, but because no one ever showed them a better way to plan.

We’ve compiled 7 tax strategies that W-2 professionals can start using now to reduce their taxable income and keep more of what they earn.

📈 In our case study, an executive implemented this strategy and saved over $45,000 in a single year.

📎 See how the strategy works:
🔗 https://bit.ly/3RZNi4I

04/21/2025

A rare combination of falling Treasury prices, a weakening US dollar, and tariff uncertainty could mark a turning point. Stu Strasner, CFA's latest market commentary breaks down the signals, risks, and what it could mean for investors.
👉 https://bit.ly/3Y99zRj

04/08/2025

As we shared in our , continued volatility remains likely. Markets reacted sharply last week to news of the Trump administration’s tariffs—and now more than ever, it’s critical for investors to stay disciplined. At Defiant Capital Group, we build diversified portfolios to weather uncertainty and keep our clients on track. Our CIO, Jonathan Dane, spoke with Financial Advisor IQ about how we’re navigating these changes and helping clients move forward with confidence. Read more: https://www.financialadvisoriq.com/c/4817884/638794?

04/07/2025

Markets are shifting fast. But volatility isn’t the problem - how you respond to it is.

Aggressive new tariff policies from the Trump administration have triggered sharp market reactions. But the bigger story? Investors are once again navigating a complex mix of policy risk, slowing growth, and rising volatility.

At Defiant Capital Group, we’re focused on quality, resilience, and long-term discipline.
We just released our Q1 commentary—here’s what we’re seeing:

✅ Tariffs intensifying across sectors
✅ U.S. economic momentum slowing
✅ Opportunities in credit, real assets, and select defensive sectors

“Volatility isn’t the enemy. Reactionary investing is.”

If you want perspective that goes deeper than the headlines, this one’s worth a read.

https://bit.ly/44ctOBe

The markets face a challenging path as tariff policies intensify economic uncertainty, yet opportunities persist for discerning investors.

03/31/2025

High-level wealth requires high-level strategy, especially when it comes to . Trusts are powerful tools for protecting and passing on your legacy, but understanding their key components is crucial. We've simplified the essentials into 6 must-know insights to help you structure your wealth with clarity and confidence.

Your legacy deserves precision planning. www.defiantcap.com

03/18/2025

Now is not the time to panic. Amid policy uncertainty and shifts in investor sentiment, take a pause to build cash reserves, evaluate the market and seek out opportunities to diversify risk. I joined NYSE TV this morning to share my markets outlook, thoughts on the Fed's fight against interest, expectations for Friday's job report and considerations for portfolios given broadening stock performance. Watch the full interview here:
https://bit.ly/4hdx02o

02/24/2025

Significant wealth creates both opportunities and complexity. Defiant Capital Group was built for the entrepreneurs and founders that demand their Wealth Strategy be smarter, faster and more effective.

Request a one-on-one discussion with our team to learn about our dynamic wealth strategies: https://bit.ly/4bwA9t7

02/10/2025

In case you missed it live, watch our CIO Jonathan Dane, CFA breakdown the latest in markets.

We still believe we are in a strong economy with an encouraging path forward. We are cognizant of the risk of stagflation, especially for the second half of the year, and will continue to monitor the labor market and how the Trump administration's policies are impacting the economy.

Check out the full interview with Chavez here:

The New York Stock Exchange is where icons and disruptors come to build on their success and shape the future. We’ve created the world’s largest and most trusted equities exchange, the leading ETF exchange and the world’s most deterministic trading technology. Our data, technology and expertis...

02/06/2025

Defiant Capital Group Founder & CIO Jonathan Dane recently spoke with Steve Garmhausen at Barron's about the "three-headed storm of inflation" that is looming.

Read more from Barron's:

The president’s actions are generating plenty of headlines. Here’s what financial advisors and their clients think.

02/05/2025

Market leadership is shifting in equity markets, while fixed income volatility is increasing. For investors relying on "traditional" risk management and portfolio diversification now is the time to review fixed income allocations and holdings.

Read more here - https://bit.ly/4jNuVwM

01/31/2025

Defiant Capital Group was founded with the belief that every family deserves to have unbiased wealth advisory built around their story and objectives.

Hear from our founders as they share what makes Defiant Capital Group so unique from other wealth management firms
https://defiantcap.com/challenging-the-wealth-management-status-quo-why-we-built-defiant-capital-group/

01/22/2025

Complacency in markets is a problem, especially for those that do not have the horizon to recover a drawdown.

Jonathan Dane shared with Gregg Greenberg for InvestmentNews, “Markets can turn down—and even experience ‘lost decades.’ Diversification across market caps and geographies is essential as returns broaden beyond mega-cap stocks.”

Read more of his thoughts in the InvestmentNews article: https://shorturl.at/rcgz3

RIAs grew more optimistic after the November election, but inflation concerns are keeping them clear-eyed, a study says.

01/22/2025

Explore our 2025 Market Outlook, Run It Back.

2025 promises to be a year of adaptation and resilience. In our outlook we highlight our expectation of US outperformance, booming energy and infrastructure investment opportunities, and the investment implications of the incoming Trump Administration.

Read it here - https://bit.ly/4g3A00R

01/22/2025

To kick off the New Year Jonathan Dane, CFA Dane joined Nicole Petallides live on Schwab Network to share Defiant Capital Group's outlook for 2025.

During the segment he shared our view that we expect the same playbook from 2024 to work in 2025, especially when it comes to US Large-Caps.

Watch the full interview here - https://shorturl.at/MkSth

01/22/2025

Generation X will begin turning sixty in 2025 which means retirement may be top of mind for this group.

Budgeting, tax planning, healthcare and more are all important components of a financial plan for retirees-to-be.

Jonathan Dane, CFA spoke with Maryalene LaPonsie about what Gen X should know about retirement for U.S. News and World Report.

Read the article here: https://bit.ly/4hmjfPm

Retirement is just around the corner for Gen X. Here’s what they need to know.

01/22/2025

Happy Holidays from our family to yours!
We hope you are able to spend this time relaxing with friends and family.

01/22/2025

It's a busy time for markets. Yesterday's Fed meeting confirmed what we are seeing in markets: a soft-landing approach with higher-for-longer interest rates.

However, a lot remains uncertain as geopolitical conflict continues and changes at the White House are coming in 2025.

Defiant Capital Group CIO Jonathan Dane, CFA joined NYSE TV Live at the Opening Bell this morning to share his outlook.

Watch the interview here:

The New York Stock Exchange is where icons and disruptors come to build on their success and shape the future. We’ve created the world’s largest and most trusted equities exchange, the leading ETF exchange and the world’s most deterministic trading technology. Our data, technology and expertis...

01/22/2025

It was a packed marcus evans Group Portfolio Summit where Defiant Capital Group's CIO Jonathan Dane, CFA spoke about utilizing within the wealth management industry.

We believe has the ability to transform industries and are expect it will become a core component of wealth firms in the coming years.

01/22/2025

Following the US Presidential Election markets are making new all-time highs to the anticipated policy shifts and economic priorities of the next Trump administration.

Stay ahead of the curve with insights into what this means for your portfolio - https://bit.ly/3Q6lScJ

01/22/2025

Cash flow planning in retirement is essential, especially when inflation is a concern.

Check out Defiant Capital Group Chief Investment Officer Jonathan Dane, CFA's recent commentary for MarketWatch about utilizing TIPs as a way to generate consistent cash flow into the future.

Read here on MarketWatch here: https://shorturl.at/eOrMr

01/22/2025

Happy Thanksgiving from all of us at Defiant Capital Group

01/22/2025

The U.S. Economy is One Spark Away from Ignition 🔥

As we head into 2025, the U.S. economy faces mounting risks—from surging deficits and inflation to geopolitical uncertainty and market overvaluation.

Stuart Strasner, CFA breaks down the warning signs to watch and offers practical steps to keep your financial plan steady in turbulent times.

Read Stu's latest article "Flambeaux" to understand the risks and how to prepare: https://bit.ly/4ga2ZQo

01/22/2025

Jonathan Dane, CFA recently wrote a piece for Kiplinger about an important topic: Why TIME IN the market matters more than TIMING the market.

💡The takeaway? Trust the process, stay invested, and let time do the heavy lifting. Your future self will thank you!

👉Read more on here -

Investors who stay the course are rewarded for their patience and discipline, enjoying the benefits of compounding returns over time.

01/22/2025

Estate planning is more than just drafting a will; it involves comprehensive strategies to ensure your assets reach your intended beneficiaries with minimal costs and complications.

Our team at Defiant Capital Group provides insights to help you avoid probate, protect your assets, and ensure your wishes are fully realized. Read more here - https://bit.ly/4apvw3p

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01/22/2025

Happy Election Day! 🗳️

We hope everyone takes a moment to vote today, make your voice heard, and be a part of the change you wish to see.

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01/22/2025

Defiant Capital Group's Jonathan Dane, CFA joined Citywire Pro Buyer and Ashley Lowe McConnell in Los Angeles to present awards to the 2024 CityWire Rising Stars. As a former recipient Jonathan spoke about fully leveraging every opportunity, the importance of investing in people, not just ideas or companies, and investment opportunities in the market today.

10/18/2024

Instead of responding to the volatility surrounding the upcoming Presidential Election we suggest ways to optimize investments and take advantage of the volatility.

Read here - https://t.ly/qn3Ih

10/18/2024

As the Fed shifts its stance, investors must now weigh the broader economic implications.

With hyperattention on the US Presidential Election and Fed commentary market volatility will likely remain elevated near-term, as optimism and pessimism shift with each economic release.

For investors looking to avoid the volatility there are opportunities.

Read more in our Quarterly Newsletter.
https://defiantcap.com/fed-rate-cuts-signal-economic-shift-whats-next-for-investors/?utm_source=fb&utm_campaign=3Q24recap

10/18/2024

Protecting the wealth you've worked hard to build is essential. Here are four ways to start implementing asset protection into your estate plan that can help today, and in the future.

To learn more about our approach to asset protection strategies visit our website.
https://defiantcap.com/wealth-advisory/?utm_source=facebook&utm_campaign=202409assetprot

04/25/2023

Defiant Capital Group’s Chief Investment Officer, Dane, recently spoke with Business Dealmakers about launching the firm, his perspective on how the investor mindset has changed over the years since, and offered tips on post-business investment life.

Listen here - https://www.smartbusinessdealmakers.com/articles/topic/finding-opportunity-in-disruption/

Defiant Capital Group Founder Jonathan Dane on launching the firm, his perspective on how the investor mindset has changed over the years since, and offers tips on post-business investment life.

04/11/2023

Markets finished 1Q higher after a bumpy ride in both equity and fixed income. But the outlook remains uncertain.

Read our 1Q23 Recap for our thoughts on how to navigate the market going forward- https://defiantcap.com/1q23-newsletter-a-bumpy-but-strong-start-for-markets-as-the-economic-outlook-remains-uncertain/

Markets finished 1Q higher after a bumpy ride in both equity and fixed income. Uncertainty is likely to persist as the most pressing economic questions around

02/07/2023

For families with private business interests navigating the current M&A market is challenging. Jonathan Dane, CFA recently spoke with Smart Business Network and provided commentary on the M&A environment for '22.

https://sbnonline.com/article/navigating-ma-uncertainty/

Deal math is changing in the face of economic headwinds. With plenty of capital still to deploy, how will strategies evolve?

01/05/2023

To say markets were challenged in ’22 is an understatement. We expect 2023 may be a year of two halves tied to the consequences of the Fed's historic tightening cycle.

Read our 2023 Outlook - https://defiantcap.com/2023-outlook-moving-on/

#2023

Turning the page and awaiting the consequences of 2022’s historic tightening cycle

01/03/2023

We are excited to announce that Five Nations Capital Group is joining Defiant Capital Group!

https://defiantcap.com/five-nations-capital-group-joins-defiant-capital-group-enhancing-defiants-wealth-management-expertise/

09/23/2022

Read the five things Jonathan Dane recently shared with NWIRC that every business owner should do before transitioning their business.

Whether selling a business to a third-party, transitioning ownership to your children, or stepping back from day-to-day operations, it’s important you and your business are ready for the transition.

07/12/2022

Recession fears are mounting, growth is slowing, equity markets are in bear territory, and the Fed is aggressively raising rates to combat inflation.

Despite the headwinds consumer and labor markets remain strong, which we think can help capital markets can stabilize in 2H22.

Here's how to navigate and take advantage of the current market -

Recession fears are mounting and growth is slowing, but we think capital markets can stabilize in 2H22.

07/12/2022

Equity markets are sharply off their highs and may "round trip" from pre-COVID levels. But the overall economy appears strong with consumer, housing, employment, and manufacturing activity all still indicating an expansionary environment.

See it here - https://defiantcap.com/covid-2-years-later-in-charts/

Equity indices have sharply declined from their post-COVID highs and economic growth optimism is waning. We recap the market's path since COVID and highlight

06/01/2022

Uncertainty is high but remember - the world only ends once.

Click below to read our latest thoughts on the market, the current drawdown, and what investors can do.

https://lnkd.in/gPYYwPdi

The world is filled with uncertainty right now. The ongoing war in Ukraine is driving food and energy prices higher around the world, China's lockdowns are