Market Insights

Equity & fixed income asset classes produced positive returns with equities continuing to surge. US small value companies continue to…

Equities continued to rally for the fourth straight quarter, with US Small returning +95% over the past 12 months US…

Equities continued to rally in the fourth quarter, resulting in positive returns for the year US Small stock were the…

Equities and fixed income asset classes are positive for the quarter. Emerging Markets was the strongest equity performer QTD, with…

Global equities rebound across the board, providing the best quarterly return since 1998. U.S. market continues to outperform International, while…

In response to the current global health crisis, monetary and fiscal stimulus measures have been taken to offset the severe…

Global Equity prices fall across the board as Real Estate headlines the decline. The Federal Reserve continues to decrease rates…

The 4th quarter of 2019 was the exact opposite of the prior year, where markets were declining aggressively as we…

Since September 30, 2018, the global stock markets have seen a decline of 10-20%; and, more recently, the Federal Reserve…

In the start of the 4th quarter, we appear to have gone from optimism to worry as US stocks have…

Most investors anticipate having some exposure to market volatility – it is the nature of our business. But what happens…

Global markets experienced mixed results through September, with US stocks continuing to rise slowly while International and Emerging Markets have…

Global markets, with the exception of Emerging Markets, had another solid quarter. US interest rates continued to decline, pushing US…

With no decline in any major asset class and an increase in value for well diversified global stock portfolios, the…

The ramifications of a tumultuous year were felt by many of us in 2018. President, Will Wang, aims to shift…

With a turbulent start to the 4th quarter, the tone of our message remains centered on one core strategy: buying…

How can investors maintain discipline through events that threaten progress toward their investment goals? In this issue, we identify the…

With the volatility of this quarter’s market still sitting, undimmed in our rear-view mirrors, CEO, Ty Haberling, discusses the evidence-based…

With the year coming to an end, CEO, Ty Haberling echoes the sentiment he receives from many clients as it…

Past economic growth, interest rate changes, and market returns: are they leading indicators of the direction of future returns or…

The financial expert or the novice investor – who can better predict what the market will do next? Heading into…

Time horizon, capital, and patience – three of the most important principles when it comes to making investment decisions. This…

Experts were wrong about the US election, the direction of the US stock market post-election, Brexit, and the Italian Reform…

Is there a correlation between presidential elections and future returns? CEO, Ty Haberling, discusses the reliability of making investment decisions…

Since 2012, we have mulled over the same question: Are past returns a predictor for future returns? As inflated prices…

When it comes to your financial decisions, are you simply buying the advice you want to hear? This quarter, we…

HFG Trust makes investment decisions based on what Crestmont Research has dubbed “Probable Outcomes”, but how are these outcomes forecasted?…

Whether an investor is considering bonds, stocks, or real estate, one formula can be used to project the long-term Total…

As memories of the 2008 economic and market decline fade from the public consciousness, CEO, Ty Haberling, dives into exactly…

Active, Passive, or Factor Based Investing: Which strategy is right for you? In this article, President, Will Wang, looks at…

Is your estate safe from state and federal inheritance taxes? President, Will Wang, explains how a Trust can empower you…