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!
McGowanGroup Wealth Management Q4 2026 Client Update
Bond Market Shock Waves
At this writing the 20-year US Treasury has fallen 11% in value since the start of the year increasing the yield to 5.75%, a 25 year high. The results include discounts below par-value and higher forward cash flows.
The ripple effect creates lower prices and better bargains in global high yield bonds, mortgage bonds, as well as municipal bonds.
The MGWM investment committee has already started allocation updates for the portfolios designed to increase forward, reliable income.
The 5 Big Mistakes Most Investors Make!
Executive Summary
*Find out the 5 big mistakes most investors make: subject obsession, overspending, overpaying, gambling, and what do you “know that just isn’t so?” And, of course, what to do instead.
*Headline Round Up! A global fast paced tour of the financial markets and top headlines this week.
*The Texas Energy Infrastructure Revolution: The global energy crisis of 2026-2027 plus refined fuel shortage.
*Important financial events of Q4.
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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.
