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QMR – 2022 Q3
Equity and fixed income asset classes were negative for the quarter. Annual inflation ending July 2022 was 8.5%, slightly down…
QMR – 2022 Q2
Equity and fixed income asset classes were negative for the quarter. Alternative investments provided a positive earnings boost. Annual inflation…
QMR – 2022 Q1
All equity and fixed income asset classes were negative for the quarter. Alternatives generally provided a positive earnings boost. Annual…
QMR – 2021 Q4
All equity classes were positive for the quarter with global REITs posting the strongest returns with +12%. Annual inflation ending…
QMR – 2021 Q3
Most asset classes were roughly flat for the quarter, expect for a decline in Emerging Markets of -8%. Going into…
QMR – 2021 Q2
Equity & fixed income asset classes produced positive returns with equities continuing to surge. US small value companies continue to…
QMR – 2021 Q1
Equities continued to rally for the fourth straight quarter, with US Small returning +95% over the past 12 months US…
QMR – 2020 Q4
Equities continued to rally in the fourth quarter, resulting in positive returns for the year US Small stock were the…
QMR – 2020 Q3
Equities and fixed income asset classes are positive for the quarter. Emerging Markets was the strongest equity performer QTD, with…
QMR – 2020 Q2
Global equities rebound across the board, providing the best quarterly return since 1998. U.S. market continues to outperform International, while…
Where’s the Inflation? – June 2020
In response to the current global health crisis, monetary and fiscal stimulus measures have been taken to offset the severe…
QMR – 2020 Q1
Global Equity prices fall across the board as Real Estate headlines the decline. The Federal Reserve continues to decrease rates…
QMR – 2019 Q4
The 4th quarter of 2019 was the exact opposite of the prior year, where markets were declining aggressively as we…
The Federal Reserve is Getting Closer to the End of Raising Rates – December 2018
Since September 30, 2018, the global stock markets have seen a decline of 10-20%; and, more recently, the Federal Reserve…
Recent Market Decline: A Message from HFG Trust – October 2018
In the start of the 4th quarter, we appear to have gone from optimism to worry as US stocks have…
Avoiding the Next Super Bear Market by Learning from the Past – October 2014
Most investors anticipate having some exposure to market volatility – it is the nature of our business. But what happens…
QMR – 2019 Q3
Global markets experienced mixed results through September, with US stocks continuing to rise slowly while International and Emerging Markets have…
QMR – 2019 Q2
Global markets, with the exception of Emerging Markets, had another solid quarter. US interest rates continued to decline, pushing US…
QMR – 2019 Q1
With no decline in any major asset class and an increase in value for well diversified global stock portfolios, the…
QMR – 2018 Q4
The ramifications of a tumultuous year were felt by many of us in 2018. President, Will Wang, aims to shift…
QMR – 2018 Q3
With a turbulent start to the 4th quarter, the tone of our message remains centered on one core strategy: buying…
QMR – 2018 Q2
How can investors maintain discipline through events that threaten progress toward their investment goals? In this issue, we identify the…
QMR – 2018 Q1
With the volatility of this quarter’s market still sitting, undimmed in our rear-view mirrors, CEO, Ty Haberling, discusses the evidence-based…
QMR – 2017 Q4
With the year coming to an end, CEO, Ty Haberling echoes the sentiment he receives from many clients as it…
QMR – 2017 Q3
Past economic growth, interest rate changes, and market returns: are they leading indicators of the direction of future returns or…
QMR – 2017 Q2
The financial expert or the novice investor – who can better predict what the market will do next? Heading into…
QMR – 2017 Q1
Time horizon, capital, and patience – three of the most important principles when it comes to making investment decisions. This…
QMR – 2016 Q4
Experts were wrong about the US election, the direction of the US stock market post-election, Brexit, and the Italian Reform…
QMR – 2016 Q3
Is there a correlation between presidential elections and future returns? CEO, Ty Haberling, discusses the reliability of making investment decisions…
QMR – 2016 Q2
Since 2012, we have mulled over the same question: Are past returns a predictor for future returns? As inflated prices…
QMR – 2016 Q1
When it comes to your financial decisions, are you simply buying the advice you want to hear? This quarter, we…
Tapering or Tampering – October 2013
HFG Trust makes investment decisions based on what Crestmont Research has dubbed “Probable Outcomes”, but how are these outcomes forecasted?…
Calculating Total Investment Return – September 2015
Whether an investor is considering bonds, stocks, or real estate, one formula can be used to project the long-term Total…
“A Smooth Sea Never Made a Skillful Mariner” – December 2012
As memories of the 2008 economic and market decline fade from the public consciousness, CEO, Ty Haberling, dives into exactly…
Is Factor Investing the Right Strategy for You? – September 2018
Active, Passive, or Factor Based Investing: Which strategy is right for you? In this article, President, Will Wang, looks at…
The ABC’s of Trusts
How to Minimize Taxes for the Affluent February 2017 Is your estate safe from state and federal inheritance taxes? President,…