McGowanGroup Wealth Management Q2 2026 Client Updates Deep Value Prevails Q1 The McGowanGroup portfolios benefited in Q1 from selections in the “deep value” category.   Our investment committee definition of “deep value”: high cash flow at lower prices, relatively low multiples with a positive forward catalyst.   For a deeper dive, we have attached Gemini AI’s definition at the end of this …

Q: What impact is Epic Fury having on the markets? Q: Changes in economic growth forecasts? Q: Changes in earnings forecasts? Q: What could change for the rest of 2026? Q: What are some changes to portfolio strategies?  Join Us for The Latest Financial Headlines and Valuable Research from The McGowanGroup. Built for Investors by Experienced Portfolio Managers! Click here to …

Q: What could go wrong? Q: What could go right? Q: What is tactical allocation strategy? Join Us for The Latest Financial Headlines and Valuable Research from The McGowanGroup. Built for Investors by Experienced Portfolio Managers! Click here to get the monthly newsletter   Headline Round Up! *TEXAS!   Top Billionaires? *TEXAS!   Uber to Texas!  Uber Co-Founder Travis Kalanick Moves to ...

Q: What factors led to Sunday night’s oil spike hitting $120? Q: How is the war in Iran impacting our portfolios? Q: Possible outcomes over the next 90 days? Q: How have economic and earnings forecasts likely changed as result of Epic Fury? Join Us for The Latest Financial Headlines and Valuable Research from The McGowanGroup. Built for Investors by …

Q: Where were the biggest money flows this week? Q: How is the war in Iran impacting portfolios? Q: What are the possible outcomes over the next 90 days? Q: How have economic forecasts likely changed as result of Epic Fury? Q: Is the U.S. dollar declining in value? Join Us for The Latest Financial Headlines and Valuable Research from …

Q: Is the U.S. dollar declining in value? Q: Olympic superstars net worth? Q: Berkshire Hathaway’s most recent moves according to the 13-F filing? Q: Home price appreciation over the last 5 years?  Younger generation locked out? Join Us for The Latest Financial Headlines and Valuable Research from The McGowanGroup. Built for Investors by Experienced Portfolio Managers! Click here to …

Q: Economic growth and inflation updates?   Q: Big tech earnings vs capital expenditures? Q: Potential reasons that pipelines and oil and gas are up so much this year? Join Us for The Latest Financial Headlines and Valuable Research from The McGowanGroup. Built for Investors by Experienced Portfolio Managers! Click here to get the monthly newsletter   Headline Round Up! …

Q: Why did software stocks lose $1 trillion in value this week?   Q: What category of investments is leading in 2026?   Join Us for The Latest Financial Headlines and Valuable Research from The McGowanGroup. Built for Investors by Experienced Portfolio Managers! Click here to get the monthly newsletter   Headline Round Up! *TEXAS! Deregulation! Trump to Repeal Landmark …

Q: What is currently happening in the crypto-currency markets? Q: Earnings season results and stock price reactions? Q: What does Chevron CEO Mike Wirth indicate about the future of Texas energy infrastructure? Q: Updates on global value strategies?   Join Us for The Latest Financial Headlines and Valuable Research from The McGowanGroup. Built for Investors by Experienced Portfolio Managers! Click …

Q: Some recent updates on The Texas Energy Revolution? Q: Current earnings season results so far? Q: What happened to the price of natural gas this week? Q: What are some global value strategies?   Join Us for The Latest Financial Headlines and Valuable Research from The McGowanGroup. Built for Investors by Experienced Portfolio Managers! Click here to get the …