Insights

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.

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.

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...

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...