← Meet the team
Anton Bayer, CFP®, Founder, Chairman, CIO at Up Capital Management

Anton Bayer, CFP®

Founder, Chairman, CIO

Anton Bayer founded Up Capital Management and serves as Founder & CIO. He brings four decades of experience across every major market environment, and he authors the firm's Weekly UPdate, the original market analysis that guides how portfolios are positioned.

In 2026, as part of the firm's multigenerational succession, Anton transitioned from Chief Executive Officer to Founder & CIO, continuing to lead the firm's investment strategy while Nyle Bayer took over as CEO.

Writing by Anton

Articles by Anton

Recent writing

All published articles by Anton Bayer, newest first.

Latest article

Markets and Economy

Inflation and the Future of Prices

In 2022, the Federal Reserve was hyper-focused on the rapidly rising costs of goods and services. After trillions of dollars were floated into the economy in the years following 2020 to augment the impact of government p

6 min read
Markets and Economy

Riding Through Roller Coaster Markets

Progress with tariff negotiations has calmed institutional investors who have been slowly adding to their stock portfolios since the stock market bottomed on April 8. After Trump’s April 2 Rose Garden announcement of pro

9 min read
Retirement Planning

Retirement During Volatile Markets

Many of our retired clients had successful careers and are now enjoying their retirement years. Stock market volatility is difficult to navigate for investors and even more challenging for those already retired. The diff

6 min read
Markets and Economy

When Great is Not Good Enough

Since the inauguration of President Trump, investors have been very nervous about his administration’s aggressive policy changes and process. He and his administration seem to be keeping Wall Street and Main Street on a

7 min read
Markets and Economy

Trump Is Not the Economy

Institutional investors have once again become headline-driven. Institutional traders seem to base their daily trading strategy on Trump tweets panicking about this announcement or another. Most interesting is their litt

6 min read
Markets and Economy

Uncertainty and Unpredictability

These two words have been repeated in almost every news article these past couple of months as it relates to the stock market and new policies rolling out seemingly daily from Washington. However, there are far more well

7 min read
Markets and Economy

Uncertainty During a Growing Economy

The current stock market is selling off on tariff concerns while corporate America continues to grow its profits. This year the stock market selloff is like 2022 when investors’ fears of pending policies have prompted a

9 min read
Markets and Economy

It’s Not Over Yet

George Foreman affectionately known as “Big George” died this week on March 21 at the young age of 76. He has many accolades to be remembered including his boxing career, business successes, father, Christian faith, and

7 min read
Markets and Economy

Case for Staying Invested

For the past week, major media outlets have opined on the stock market volatility speculating whether this is the beginning of a significant stock market selloff and if the US economy is entering a deep recession cycle l

5 min read
Markets and Economy

Falling Markets in Stable Economy

Since December 6, 2024, the US stock market has been trading in a flat range up to February 19. However, the flat trading range weakened on January 27 when DeepSeek announced it had developed an AI learning database usin

5 min read
Markets and Economy

Consumers Climb Wall of Worry

The University of Michigan released on Friday their Surveys of Consumers reports. In these reports they identify consumers’ sentiment and confidence based on surveys they conduct each month.

5 min read
Markets and Economy

Positive but Rocky Start for 2025

It seems investors entered 2025 with guarded optimism. Interest rates and inflation are stable, and household finances continue to improve. The labor market continued to add more workers, slowly reducing the millions of

7 min read
Markets and Economy

Market Fragile After Two Year Rally

After two consecutive years of robust US stock market gains, investors are nervous about stock values and meeting high growth expectations, especially in the tech sector. For reference, the major indices' two-year run ha

6 min read
Markets and Economy

Freedom is the Secret Sauce of America

We have mentioned in past UPdates the importance of monitoring the financial health and sentiment of US consumers. The primary reason is that American spending represents a whopping 67.9% of America’s Gross Domestic Prod

5 min read
Markets and Economy

Staying in the Sweet Spot

The US economy has had two extraordinary consecutive years of stock market gains. What happened to the recession analysts and major media pundits warned investors in 2022? Although many sectors and indices did not match

6 min read
Markets and Economy

Start the Year Strong

It may be just physiological, but I really enjoy January. Granted it’s just another 30-day period like any other month. But January is motivating to me because it’s the start of a new year to achieve new goals and experi

5 min read
Markets and Economy

Small Businesses Owners Turn Optimistic

For the past three years, small business owners have been struggling with economic and social issues that have limited their ability to grow. Each month the National Federation of Independent Businesses (NFIB) publishes

6 min read
Markets and Economy

Shopping, Shopping, And More Shopping

My daughter loves to shop. In fact, her two love languages are shopping and someone is paying for it. Apparently, at least the shopping part is also a language of love for a lot of people. Adobe Analytics reported that b

4 min read

Work with the people who built it.

You work directly with the people making the decisions about your plan.

See if you're a fit