The unique NetWorth Radio broadcast provides meaning to investors by delving deep into the most important headlines. By popular demand, Spencer McGowan now broadcasts his weekly Advance Report Radio shows in video format. Check back each week for the latest financial news and insights!
Don’t Do Stupid Stuff!
Executive Summary
As former assumptions surrounding capital efficiency and consumer resilience evaporate, investors are forced to separate reality from hype across AI infrastructure commitments, housing trends, and debt markets.
Evaluating key economic premises and promises that failed to hold—from IPO timelines for AI darlings to cash-flow assumptions.
Assessing the health of the American consumer, elevated debt defaults, and tax-efficient portfolio preservation tactics.
Tactical wealth management strategies for Q4, including donor-advised funds and warnings on excessive Roth conversions.
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How the AI Boom Ends?
Executive Summary
Equities faced sharp volatility this week as conflicting signals across artificial intelligence spending, hot macroeconomic indicators, and rising Treasury yields rattled investors.
Market volatility surges following revenue sustainability warnings from semiconductor executives and persistent hyperscaler cash flow deficits.
Assessing consumer health, debt service pressures, and recession probabilities amidst hot September inflation numbers.
Navigating fixed income sell-offs and portfolio positioning strategies ahead of anticipated Fed policy adjustments.
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In April 2025, McGowanGroup Asset Management was named by Forbes and SHOOK Research, LLC as Forbes Best-in-State Wealth Advisors 2025 based on the period 6/30/23-6/30/24. We did not pay to receive this award. A licensing fee was paid solely to use the rating in approved marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available
here.
In October 2025, McGowanGroup Asset Management was named by Forbes and SHOOK Research, LLC as Forbes Top RIA Firms in 2025 based on a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms from the past year. A licensing fee was paid solely to use the rating in approved marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available here.
