Fiduciary CM

Fiduciary CM Registered Investment Advisor We are a boutique financial and insurance consulting practice, managed by Paul McIntyre.

We are registered with more than one securities firm to meet the needs of clients. For retirement plan and other investment related advisory services, we are registered with NAMCOA®, which is a federally Registered Investment Advisory Firm. As an Advisor of a Registered Investment Advisory firm (“RIA”), we are held to a fiduciary standard of care, which requires us, to put our client’s best interest, first when recommending or advising on services or investment products. Paul McIntyre is also licensed as an insurance agent in Oregon, and First Oregon LLC is his insurance agency. He is also registered with MSC-BD, LLC, a FINRA Member broker dealer, that provides merger & acquisition investment banking services.

10/12/2026

Part 3 — Under­stand­ing Your DST Tax Pack­age DST.EDU Spe­cial Series Octo­ber 12, 2026 By Al DiNi­co­la, AIF®                                                                                        Pri...

Financial conditions are tightening. That usually comes with a pullback in risk assets. We are seeing that as usual, b...
10/11/2026

Financial conditions are tightening. That usually comes with a pullback in risk assets. We are seeing that as usual, but tech is making the board indices look fine while almost everything else retreats.

< ★ Fiduciary CM® Investment Research Market Insights & Commentary Weekly perspectives examining market conditions, portfolio construction, investment risks, and the economic developments sh…

Financial conditions have tightened on the back of higher yields and wider credit spreads, and the S&P equal weight vers...
10/11/2026

Financial conditions have tightened on the back of higher yields and wider credit spreads, and the S&P equal weight version is under-performing as tech out-performs in this environment.

10/09/2026

Look beyond bonds for income.

10/09/2026

Part 2 — Under­stand­ing Your DST Tax Pack­age DST.EDU Spe­cial Series Octo­ber 9, 2026 By Al DiNi­co­la, AIF®Pri­vate Fund Advi­sorDST 1031 Spe­cial­istFidu­cia­ry Cap­i­tal Man­age­ment,...

Good tech performance in the US, a soaring USD, and a looming France debt crisis are all making staying at home the most...
10/08/2026

Good tech performance in the US, a soaring USD, and a looming France debt crisis are all making staying at home the most attractive option for dollar based investors.

Financial conditions are tightening.Notwithstanding the lower odds of a Fed hike this month, much higher high yield spre...
10/07/2026

Financial conditions are tightening.

Notwithstanding the lower odds of a Fed hike this month, much higher high yield spreads and relentless rise in treasury yields are having an impact.

Last time conditions tightened from late Feb to late March? S&P down 4.68%.

Liquidity is key.

10/07/2026

By one measure, 2025 was an unusually intense and persistent period of partisan disagreement over trade policy.

What's responsible for the better tone in risk markets?A perceived soft couple of economic numbers and a PCE inflation n...
10/06/2026

What's responsible for the better tone in risk markets?
A perceived soft couple of economic numbers and a PCE inflation number at consensus.
They were the catalysts for a sharp drop in odds for another Fed hike.

Since September 24:

QQQ up 2.71%
SPY up 1.69%

10/06/2026

The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $105.6 billion in August, up $12.7 billion from $92.8 billion in July, revised.

Address

Lake Oswego, OR
97035

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+15035151313

Website

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