In response to the current global health crisis, monetary and fiscal stimulus measures have been taken to offset the severe negative consequences of widespread stay-at-home orders. However, despite these additional measures, inflation has been noticeably absent — failing to even meet the Federal Reserve’s inflation target of 2%. With more money now in circulation, why […]
Since September 30, 2018, the global stock markets have seen a decline of 10-20%; and, more recently, the Federal Reserve has approved the raise of short-term interest rates by 25 basis points. What does this mean for your portfolio and strategy moving forward?
In the start of the 4th quarter, we appear to have gone from optimism to worry as US stocks have declined to prices we have not seen since mid-July. Favoring perspective over forecasting, CEO, Ty Haberling, discusses how this decline compares historically and the three principles HFG lives by when market volatility begins to lend more strength to emotion than to reason.
Most investors anticipate having some exposure to market volatility – it is the nature of our business. But what happens when the average market decline of 27% suddenly doubles? CEO, Ty Haberling, analyzes the likelihood that you will experience a Super Bear Market in your lifetime and the steps HFG takes in order to reduce […]
HFG Trust makes investment decisions based on what Crestmont Research has dubbed “Probable Outcomes”, but how are these outcomes forecasted? Ty Haberling, CEO, evaluates three different valuation methods and illustrates how correctly assessing the markets can protect us in the short run while giving us a glimpse into what future returns may be. [responsive-flipbook id=”white_paper-tapering_or_tampering”]
Whether an investor is considering bonds, stocks, or real estate, one formula can be used to project the long-term Total Return per Year. Financial Advisor, Steve Palm breaks down income, growth of income, and price change and explains how these components are combined to determine your total investment return. [responsive-flipbook id=”igp_explained”]
As memories of the 2008 economic and market decline fade from the public consciousness, CEO, Ty Haberling, dives into exactly how HFG Trust utilizes the investment climate to allocate your portfolio and the methods we are employing now to make our ship safer for rougher seas. [responsive-flipbook id=”white_paper:_a_smooth_sea_never_made_for_a_skillful_mariner”]
Active, Passive, or Factor Based Investing: Which strategy is right for you? In this article, President, Will Wang, looks at each option and explains the factors you should consider before making investment decisions. [responsive-flipbook id=”white_paper-is_factor_investing_the_right_strategy_for_you?”]
How to Minimize Taxes for the Affluent February 2017 Is your estate safe from state and federal inheritance taxes? President, Will Wang, explains how a Trust can empower you to protect your assets and give you peace of mind knowing exactly how your wealth will be distributed. [responsive-flipbook id=”white_paper_abcs”]