McGowanGroup Asset Management, Inc.

Looking to secure your financial future with expert guidance? McGowanGroup Asset Management is here to help you navigate the complexities of wealth management. Contact us today to discuss your investment goals and discover how our personalized strategies can work for you. 📞 Call us: 214-720-4400 📧 Email us: info@themcgowangroup.com 🌐 Visit our website: https://lnkd.in/g_j2r9VE 2025 McGowanGroup Portfolio Strategies Q: What is the current projected economic growth for the U.S. in the 3rd quarter? A: The Atlanta Federal Reserve’s GDPNow estimate on Oct. 18th was at 3.4%. This is significantly stronger than the 2.1% 20-year average. Q: What is the McGowanGroup’s take on the U.S. Dollar, Gold, Printed Money & the Federal Reserve’s balance sheet? A: Stay tuned to this week’s broadcast as Spencer McGowan covers those topics for investors! https://lnkd.in/gAmY9-kD

What is the Real Story in the Financial Markets? Looking to secure your financial future with expert guidance? McGowanGroup Asset Management is here to help you navigate the complexities of wealth management. Contact us today to discuss your investment goals and discover how our personalized strategies can work for you. 📞 Call us: 214-720-4400 📧 Email us: info@themcgowangroup.com 🌐 Visit our website: https://lnkd.in/g_j2r9VE Q: How are corporate earnings for Q3 2024? A: With 25 out of 500 S&P companies reporting so far, earnings growth was over 13%. In Q2 earnings growth was at 11%. Q: Is the equity market overpriced right now? A: The McGowanGroup Investment Committee is finding that many companies have become overpriced relative to current growth and projections. We currently have harvest targets for significant positions in our model portfolios. Presently, Energy Infrastructure remains a relative bargain according to our calculations. Q: The recent T-Bill rate moves appeared to predict the ½% rate cut before the Federal Reserve lowered the Fed Funds rate by ½%. With this in mind, what can recent moves in the U.S. Treasury bond market tell us about the Federal Reserve’s meetings on November 7th and December 18th? A: After the interest rate cut, the mid-point of the target range in the overnight bank lending rate is 4.875%, yet the 90 day T-Bill rate is 4.64% indicating a possible rate cut of ¼% at the November 7th meeting and another one potentially after the December 18th session or subsequent meetings in Q1 2025. Q: What is the McGowanGroup’s current Assets Under Management? A: Just under $1 Billion as of September 30th, 2024! https://lnkd.in/g4Jpsn8k

Alas Babylon Looking to secure your financial future with expert guidance? McGowanGroup Asset Management is here to help you navigate the complexities of wealth management. Contact us today to discuss your investment goals and discover how our personalized strategies can work for you. 📞 Call us: 214-720-4400 📧 Email us: info@themcgowangroup.com 🌐 Visit our website: https://lnkd.in/g_j2r9VE Q: What were some of the financial markets’ reactions to Iran’s ballistic missile strike on Israel? A: Oil spiked over $73 per barrel up nearly 10% for the week while the U.S. equity markets fell 1% during the week after initially holding steady after the Iranian strike. Q: What is a possible market impact to an Israeli response? A: The Wall Street Journal details potential Israeli strikes on Iranian leadership, nuclear facilities, and oil infrastructure. Iran exports near 2 million barrels of oil per day so a disruption would likely create an undersupply compared to global daily demand. Q: What is a potential outcome of the International Longshoreman Association’s strike? A: Harold Daggett, the ILA union leader telegraphs a supply chain disruption by saying, “We’re going to show these greedy bastards you can’t survive without us!” as he addressed hundreds of union workers. Q: What is the McGowanGroup’s current Assets Under Management? A: Just under $1 Billion as of September 30th, 2024! https://lnkd.in/grAWS4Nd

The 2024 Q4 McGowanGroup Wealth Management Client Updates Looking to secure your financial future with expert guidance? McGowanGroup Asset Management is here to help you navigate the complexities of wealth management. Contact us today to discuss your investment goals and discover how our personalized strategies can work for you. 📞 Call us: 214-720-4400 📧 Email us: info@themcgowangroup.com 🌐 Visit our website: https://lnkd.in/g_j2r9VE https://lnkd.in/g-62SKv9

Looking to secure your financial future with expert guidance? McGowanGroup Asset Management is here to help you navigate the complexities of wealth management. Contact us today to discuss your investment goals and discover how our personalized strategies can work for you. 📞 Call us: 214-720-4400 📧 Email us: info@themcgowangroup.com 🌐 Visit our website: https://lnkd.in/g_j2r9VE Who processes your investment assets for your estate? Who guides your spouse and family through the complex process with diplomacy and experience? Your financial advisory team! In this video, we reveal the 10 essential stages rooted in McGowanGroup Wealth Management's decades of expertise in estate planning and client family guidance. 💼 Stage Breakdown: 1. Retirement Plan Beneficiary Selections: Avoid common mistakes in naming your IRA or 401k beneficiaries. 2. The Will: Choose your Executor, Executrix, or Trustee wisely and provide your financial team with an executed copy. 3. The Revocable Family Living Trust: Discover why a Living Trust could be more efficient and less disruptive than a will. 4. Coordination: Leverage brainstorming and collaboration among your CPA, attorney, and financial advisor. 5. Trustee Bootcamp: Equip your executor/trustee with the right contacts and skills for a seamless transition. 6. Charitable Planning: Make smarter charitable gifts from highly appreciated assets and explore advanced strategies. 7. Updates for Tax Changes: Prepare for upcoming tax changes and strategize for IRA beneficiary withdrawals. 8. Gifting & Irrevocable Trusts: Understand gifting strategies and the role of irrevocable trusts for high-value estates. 9. Updates for Life Changes: Learn how McGowanGroup provides expert guidance during significant family transitions. 10. Estate Processing, Distributions, & Logistics: Ensure prompt execution of journals, trust funding, and distributions with an experienced team. 📚 Further Resources: 1. [Estate Planning 101 - Investopedia](https://lnkd.in/gMb3FjzW) 2. [Understanding Estate Taxes - IRS](https://lnkd.in/giFxCZ-J) ℹ️ About McGowanGroup Wealth Management: All McGowanGroup Wealth Management services are provided by McGowanGroup Asset Management, Inc., a Federally Registered Investment Advisory Firm utilizing Pershing LLC, a BNY Mellon Company, for asset custody. All material above is provided for informational purposes only and may not apply to your specific tax or investment situation. https://lnkd.in/gXdqurha

Impacts of Anticipated Federal Interest Rate Cuts? Looking to secure your financial future with expert guidance? McGowanGroup Asset Management is here to help you navigate the complexities of wealth management. Contact us today to discuss your investment goals and discover how our personalized strategies can work for you. 📞 Call us: 214-720-4400 📧 Email us: info@themcgowangroup.com 🌐 Visit our website: https://lnkd.in/g_j2r9VE Q: What are some of the things that have happened in the bond market ahead of the anticipated September 18th Federal Reserve announcement? A: The 10-year U.S. Treasury Note has already fallen to 3.67%, down from 5% in October 2023. The 90-day U.S. Treasury Bill has already fallen below 5% recently. Q: What are some factors that could encourage more aggressive cuts in the Federal Funds Rate? A: U.S. Job growth and job openings fell to their lowest levels since 2021. Additionally, the Consumer Price Index (CPI) fell to 2.5% for the preceding 12 months ending in August & The European Central Bank cut interest rates for second time in the last 90 days. https://lnkd.in/gWRhpFGd

September Stats for Investors Looking to secure your financial future with expert guidance? McGowanGroup Asset Management is here to help you navigate the complexities of wealth management. Contact us today to discuss your investment goals and discover how our personalized strategies can work for you. 📞 Call us: 214-720-4400 📧 Email us: info@themcgowangroup.com 🌐 Visit our website: https://lnkd.in/g_j2r9VE Q. Is September statistically the worst month of the year for the financial markets? A: Yes, according to the Stock Trader’s Almanac. Most investors tend to answer October because of the 1987 and 1929 crashes. Q: Why the rocky start to trading in the equity markets this September? A: Recently, CNBC cited U.S. manufacturing activity contracted for a fifth straight month concurrent with the first day of September trading sell off. https://lnkd.in/gXfi4D6d

Looking to secure your financial future with expert guidance? McGowanGroup Asset Management is here to help you navigate the complexities of wealth management. Contact us today to discuss your investment goals and discover how our personalized strategies can work for you. 📞 Call us: 214-720-4400 📧 Email us: info@themcgowangroup.com 🌐 Visit our website: https://lnkd.in/g_j2r9VE Don't miss out on the opportunity to maximize your financial potential. Click the link above to get in touch with us today! Q: With recent financial headlines focused on the Federal Reserve, what is an economic issue that many investors might miss? A: The Federal Reserve’s current projections forecast a decrease in the overnight bank lending rate from 5.25% to 2.8% by 2027. The decrease in cash rates and money market rates likely increases the relative value of high cash flow assets. Q: With different possible election outcomes soon, what are some important issues for long term investors to consider? A: Investors should prepare for resulting tax policy changes, regulatory changes, and government spending changes from any new administration. https://lnkd.in/gpDa_y3X

Federal Reserve Interest Rate Cuts? Looking to secure your financial future with expert guidance? McGowanGroup Asset Management is here to help you navigate the complexities of wealth management. Contact us today to discuss your investment goals and discover how our personalized strategies can work for you. 📞 Call us: 214-720-4400 📧 Email us: info@themcgowangroup.com 🌐 Visit our website: https://lnkd.in/g_j2r9VE Don't miss out on the opportunity to maximize your financial potential. Click the link above to get in touch with us today! Q: With recent financial headlines focused on the Federal Reserve, what is an economic issue that many investors might miss? A: The Federal Reserve’s current projections forecast a decrease in the overnight bank lending rate from 5.25% to 2.8% by 2027. The decrease in cash rates and money market rates likely increases the relative value of high cash flow assets. Q: With different possible election outcomes soon, what are some important issues for long term investors to consider? A: Investors should prepare for resulting tax policy changes, regulatory changes, and government spending changes from any new administration. https://lnkd.in/gmqpTETv

Keep Calm Carry On! Q: Why did the recent, strong rebound in the equity markets begin with an August trading implosion? A: Some compelling reasons for this include retail sales spiking this past July for the first time since January 2023. Additionally, the Atlanta Federal Reserve’s current GDPNow number for Q3 is 2.4%, indicating recession discussions may have been overblown. Lastly, core U.S. consumer inflation was at 2.9% in July leading to a likely Federal Reserve Interest Rate cut in September. Q: How does the McGowanGroup factor in geopolitical risks, including war, into client portfolio allocations? A: While no investment strategy is perfect, current investments in Energy Infrastructure provide cash flow with potential gains from spikes in Oil and Gas sectors. Furthermore, sustainable forward income from interest and dividends provides likely long-term benefits from reinvestment. Looking to secure your financial future with expert guidance? McGowanGroup Asset Management is here to help you navigate the complexities of wealth management. Contact us today to discuss your investment goals and discover how our personalized strategies can work for you. 📞 Call us: 214-720-4400 📧 Email us: info@themcgowangroup.com 🌐 Visit our website: https://lnkd.in/g_j2r9VE Don't miss out on the opportunity to maximize your financial potential. Click the link above to get in touch with us today! https://lnkd.in/gAfCeG5U