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QMR – 2021 Q2

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

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QMR – 2021 Q1

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

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QMR – 2020 Q4

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

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QMR – 2020 Q3

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

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QMR – 2020 Q2

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

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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…

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QMR – 2020 Q1

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

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QMR – 2019 Q4

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

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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…

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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…

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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…

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QMR – 2019 Q3

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

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QMR – 2019 Q2

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

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QMR – 2019 Q1

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

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QMR – 2018 Q4

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

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QMR – 2018 Q3

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

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QMR – 2018 Q2

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

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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…

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QMR – 2017 Q4

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

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QMR – 2017 Q3

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

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QMR – 2017 Q2

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

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QMR – 2017 Q1

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

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QMR – 2016 Q4

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

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QMR – 2016 Q3

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

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QMR – 2016 Q2

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

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QMR – 2016 Q1

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

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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?…

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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…

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“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…

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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…

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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, Will Wang, explains how a Trust can empower you…

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