Insights
After five straight quarters of positive returns, US stocks reversed course a bit in the first quarter, falling 4.8%. However, score one …
US stocks logged positive returns through all four quarters, though the fourth quarter return was the year’s weakest at 2.4%. For the …
US stocks continued their strong performance in the third quarter, with the S&P 500 logging a 5.9% return, pushing the year-to-date return …
US stocks continued their strong performance. The S&P 500 rose 4.3% for the period and 15.3% year-to-date, with growth continuing to outperform …
US stocks started the year on a positive note with the S&P 500 up 10.6% and US small/mid cap stocks up 5.2%. …
All major markets had a strong fourth quarter and finished positive for the year. Inflation continues to approach the 2% Federal Reserve …
The stock market underperformed in Q3, while bonds experienced mixed results based on maturity. Inflation continues to trend downward, decreasing from the …
In Q2, the stock market was positive, while the bond market provided mixed results. Inflation is trending downward as it has reduced …
Equity and fixed income asset classes produced positive returns for the quarter. At a high level, inflation has reduced from 8.9% (year …
Equity and fixed income asset classes produced positive returns for the quarter. Inflation peaked in June at 9.1% (year-over-year) but slowed to …
Equity and fixed income asset classes were negative for the quarter. Annual inflation ending July 2022 was 8.5%, slightly down from 8.6% …
Equity and fixed income asset classes were negative for the quarter. Alternative investments provided a positive earnings boost. Annual inflation ending May …
All equity and fixed income asset classes were negative for the quarter. Alternatives generally provided a positive earnings boost. Annual inflation ending …
All equity classes were positive for the quarter with global REITs posting the strongest returns with +12%. Annual inflation ending November 2021 …
Most asset classes were roughly flat for the quarter, expect for a decline in Emerging Markets of -8%. Going into Q4 2021, …
Equity & fixed income asset classes produced positive returns with equities continuing to surge. US small value companies continue to provide the …
Equities continued to rally for the fourth straight quarter, with US Small returning +95% over the past 12 months US Small stock …
Equities continued to rally in the fourth quarter, resulting in positive returns for the year US Small stock were the strongest equity …
Equities and fixed income asset classes are positive for the quarter. Emerging Markets was the strongest equity performer QTD, with US slightly …
Global equities rebound across the board, providing the best quarterly return since 1998. U.S. market continues to outperform International, while International and …
Global Equity prices fall across the board as Real Estate headlines the decline. The Federal Reserve continues to decrease rates as the …
The 4th quarter of 2019 was the exact opposite of the prior year, where markets were declining aggressively as we tried to …
Global markets experienced mixed results through September, with US stocks continuing to rise slowly while International and Emerging Markets have regressed -0.93% …
Global markets, with the exception of Emerging Markets, had another solid quarter. US interest rates continued to decline, pushing US bond returns …
With no decline in any major asset class and an increase in value for well diversified global stock portfolios, the first quarter …
The ramifications of a tumultuous year were felt by many of us in 2018. President, Will Wang, aims to shift your focus from the dollar value you see on paper to something you can control: the financial and cash flow plan you have carefully crafted with your advisor. Our focus in this article is on HFG’s investment philosophy and the strategies we have developed to ensure sustainability over our client’s lifetime.
With a turbulent start to the 4th quarter, the tone of our message remains centered on one core strategy: buying assets at …
How can investors maintain discipline through events that threaten progress toward their investment goals? In this issue, we identify the elements of …
With the volatility of this quarter’s market still sitting, undimmed in our rear-view mirrors, CEO, Ty Haberling, discusses the evidence-based approach HFG …
With the year coming to an end, CEO, Ty Haberling echoes the sentiment he receives from many clients as it pertains to investing and the economy: “I want to know what you are thinking about”. While it is our goal to provide meaningful commentary each quarter, at HFG, we favor education over forecasting when it comes to predicting the near term. In this issue we look back on 2017, provide our perspective on company earnings and stock prices, and re-examine how we use market valuations to allocate assets.
Past economic growth, interest rate changes, and market returns: are they leading indicators of the direction of future returns or are they …
The financial expert or the novice investor – who can better predict what the market will do next? Heading into the second …
Time horizon, capital, and patience – three of the most important principles when it comes to making investment decisions. This quarter we …
Experts were wrong about the US election, the direction of the US stock market post-election, Brexit, and the Italian Reform Referendum. What does this tell us? In the 4th quarter, we take a look at short-term vs. long-term predictions as they relate to investing and see interest rates rise as International Markets take a hit.
Is there a correlation between presidential elections and future returns? CEO, Ty Haberling, discusses the reliability of making investment decisions based election …
Since 2012, we have mulled over the same question: Are past returns a predictor for future returns? As inflated prices remain a …
When it comes to your financial decisions, are you simply buying the advice you want to hear? This quarter, we aim to …
