Insights

04/28/2021

1Q 2021 Market Environment

Since the prior peak (February 2020) the S&P is up over 19.6%, with only Energy (-4.7%) and Utilities (-4.9%) declining from peak-to-peak.

12/31/2020

4Q 2020 MARKET ENVIRONMENT

S&P 500 Index hit a record high going into year-end.

06/30/2020

2Q 2020 MARKET ENVIRONMENT

Following a brutal March and April, a handful of key economic measures rebounded in May and June, beating expectations and fueling optimism.

03/31/2020

MARKET COMMENTARY: LATEST COVID-19 UPDATE

“What has so often excited wonder, is the great rapidity with which countries recover from a state of devastation, the disappearance in a short time, of all traces of mischief done by earthquakes, floods, hurricanes, and the ravages of war...” - John Stuart Mill, Principles of Political Economy, 1848

03/31/2020

1Q 2020 MARKET ENVIRONMENT

Global equities declined significantly over the quarter as the coronavirus outbreak spread. The S&P 500 plunged 19.6% in the first quarter, its worst quarterly return since the Global Financial Crisis.

03/16/2020

MARKET COMMENTARY: COVID-19 UPDATE

“Keep your head when all about you are losing theirs.” – Rudyard Kipling, Journalist and poet

12/31/2019

4Q 2019 MARKET ENVIRONMENT

As the S&P 500 propelled to record highs, the U.S. economic picture remained largely unchanged. Unemployment lingered at historically low levels, GDP growth hovered around 2%, inflation remained benign and manufacturing sector continued to be one of very few points of weakness.

09/30/2019

3Q 2019 Market Environment

The U.S. economy continued to perform reasonably well in Q3. Second quarter real GDP grew 2.0% (annualized), led by the consumer. The labor market remained resilient despite continued weakness in manufacturing.

06/30/2019

2Q 2019 Market Environment

The U.S. economic picture continues to be mixed. First quarter real GDP was +3.1% (y/y), but is expected to slow. Weakness in manufacturing persists, while a strong labor market and an increase in personal income supported consumer spending.

03/31/2019

1Q 2019 Market Environment

The U.S. economy grew at a +2.2% pace in the fourth quarter, closing the year at +2.9% for the trailing twelve months.

01/02/2019

2019 Volatility in the Markets

As the year draws to a close, we would like to share a few thoughts on the recent market volatility that we hope will help put things in clearer perspective.

12/31/2018

4Q 2018 Market Environment

The U.S. economy slowed in the third quarter, recording +3.4% real GDP growth.

09/30/2018

3Q 2018 Market Environment

At the head of the pack, the U.S. economy continued to feel the shot of adrenaline provided by early 2018 tax cuts and fiscalstimulus, recording +4.2% real GDP growth in the second quarter and an estimated +3.6% in the third quarter.

01/19/2021

CEFEX NEWS RELEASE

CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360®, Inc., company, has certified, AGW Capital Advisors in Tampa, FL to the standard described in the handbook“Prudent Practices® for Investment Advisors”. AGW Capital Advisors (AGW) joins the elite group of Investment Advisors to successfully complete the independent certification process.

09/30/2020

AGW’S P.J. GARDNER, SWAPS INSIGHTS WITH OTHER FINANCIAL ADVISORS ON TOUGH CLIENT QUESTIONS

Challenging times call for collaborative measures — especially when it comes to finance.

09/30/2019

Guest column: As debate raging over higher broker standards rises, adhering to strictest fiduciary standards is a best practice

Let’s say you’ve bought a diamond engagement ring, as a young employee just did in our office..

09/23/2019

Crisis Management: Financial Gurus Turn Bad Timing To Their Advantage

Rapid organic growth comes with a healthy dose of caution for veterans of the 2008 financial meltdown who united to start their own investment advisory firm.

08/23/2019

AGW’s P. J. Gardner, comments on the current economic environment and how it impacts the Tampa Bay area

How protected is Tampa Bay from a possible recession?

08/19/2019

A Tampa investment firm opened in the middle of the recession and now it’s thriving

If it hadn’t been for the worst recession since the Great Depression, AGW Capital Advisors may not exist today.

07/10/2019

AGW Capital Advisors Named Among Financial Times Top U.S. Investment Advisers

TAMPA, Fla. (July 10, 2019) – AGW Capital Advisors has been named by the Financial Times to its sixth annual list of top 300 U.S. investment advisers for 2019.

06/06/2019

RIA makes fiduciary duty its calling card

When the founders of AGW Capital Advisors launching a financial advisory firm in April 2009, in the wake of the financial crisis and at the stock market's low point, they decided to embrace the elephant in the room.

04/11/2019

CEFEX News Release

CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360®, Inc., company, has certified, AGW Capital Advisors in Tampa, FL to the standard described in the handbook“Prudent Practices® for Investment Advisors”. AGW Capital Advisors (AGW) joins the elite group of Investment Advisors to successfully complete the independent certification process.

04/27/2021

2021 Key Financial Data

02/24/2020

2020 KEY FINANCIAL DATA

07/30/2019

Effective Employee Education

Fiduciary duty requires you to provide your employees and participants with educational opportunities so they can make informed investment decisions.

06/27/2019

2019 Key Financial Data

06/27/2019

Steps to Make DC Plans Good (and Avoid Bad or Ugly Outcomes)

Remember the 1966 spaghetti western “The Good, the Bad, and the Ugly” ? The promise of a vast fortune...

04/27/2021

2021 Key Financial Data

02/24/2020

2020 KEY FINANCIAL DATA

06/27/2019

2019 Key Financial Data

07/30/2019

Effective Employee Education

Fiduciary duty requires you to provide your employees and participants with educational opportunities so they can make informed investment decisions.

06/27/2019

Steps to Make DC Plans Good (and Avoid Bad or Ugly Outcomes)

Remember the 1966 spaghetti western “The Good, the Bad, and the Ugly” ? The promise of a vast fortune...