The McMurtrey Financial Group

Latest Insights

U.S. equities: Signs of a cycle peak, with a Q2 reprieve likely

As a volatile Q1 comes to a close, we think technical analysis provides a useful perspective on the potential paths of equity markets in the months ahead.

How to talk to your parents about their estate plan

Conversations about values and wishes for their estate are as important as the planning itself.

How to prepare for natural disasters: Increase your financial resilience in case the unthinkable happens

Four financial must-haves to help safeguard your assets against the unexpected.

Audio commentary: Unraveling the uncertainties

Janet and Tylar discuss the impacts of the volatility we have seen thus far in 2025 and what we see from here for financial markets.

Unraveling the uncertainties facing stock markets

To say it’s been a testing time for markets and investors is an understatement. Amid what can be confusing and rapidly shifting market dynamics, we give our thoughts on four key questions on investors’ minds.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields