Author: Shane Fierman

March 2025 Mid-Month Market Update

March 2025 Mid-Month Market Update

3 min readTariffs & Government Spending Cuts Stoke Stagflation Fears Concern is increasing that global trade tensions along with government spending cuts could lead to slower growth and higher prices if tariffs remain in place. Many economists have recently lowered US growth outlooks. Even commentary from President Trump and Treasury Secretary Bessent signal some pain ahead: Trump…

Venture Debt

Venture Debt

5 min readWhat is Venture Debt, why it may be applicable to you and how Capital Advisors Group helps to support Venture Debt raises.   What is Venture Debt?  Venture debt is a broad term but is often referred to as growth debt or term debt. It is a loan that is commonly offered by venture banks…

Separately Managed Accounts

Separately Managed Accounts

4 min readWhy a separately managed account may be right for you and your cash investment needs. What is an Separately Managed Account?  A Separately Managed Account (SMA) is a portfolio of assets that offers customization in investment strategy, approach, and management style. The customization of SMAs allows investors to build a portfolio of securities that is…