HG Wealth Management https://www.hgwealthmanagement.com/ Fri, 11 Oct 2024 14:26:47 +0000 en-US hourly 1 https://wordpress.org/?v=6.7 https://i0.wp.com/www.hgwealthmanagement.com/wp-content/uploads/2018/04/cropped-HGW-LOGO-SQUARE.png?fit=32%2C32&ssl=1 HG Wealth Management https://www.hgwealthmanagement.com/ 32 32 144549462 3rd Quarter 2024 https://www.hgwealthmanagement.com/2024/10/11/3rd-quarter-2024/ Fri, 11 Oct 2024 14:26:43 +0000 https://www.hgwealthmanagement.com/?p=6362 Key takeaways
► Another excellent quarter for stocks
► Small and international stocks shoot up
► Inflation moderating
► Rate cuts support risk assets
► The election looms

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Update on the Markets:

Index3rd Quarter 2024Full Year 2024
S & P 500 (Large US Stocks)5.89%22.08%
Russell 2000 (Small US Stocks)9.27%11.17%
FTSE All-World ex-US (International Stocks)8.48%14.69%
Barclays US Aggregate (Bonds)5.20%4.45%
…

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]]> 6362 2nd Quarter 2024 https://www.hgwealthmanagement.com/2024/07/26/2-quarter-2024/ Fri, 26 Jul 2024 21:03:14 +0000 https://www.hgwealthmanagement.com/?p=6245 Key takeaways
► Stock market steadily rises
► Inflation receding (very slowly)
► Labor market softening (very slowly)
► One Fed rate cut (maybe two?)
► It’s all about the election hereon

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Update on the Markets:

Index2nd Quarter 2024Full Year 2024
S & P 500 (Large US Stocks)4.28%15.29%
Russell 2000 (Small US Stocks)(3.28%)(1.73%)
FTSE All-World ex-US (International Stocks)0.96%5.73%
Barclays US Aggregate (Bonds)0.07%(0.71%)
…

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]]> 6245 Summer 2024 Outlook https://www.hgwealthmanagement.com/2024/06/13/summery-2024-outlook/ Thu, 13 Jun 2024 23:15:42 +0000 https://www.hgwealthmanagement.com/?p=5931 As we step into the summer of 2024, it’s essential to assess the current state of the stock and bond markets.

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It’s Summer! What about the Market?

As we step into the summer of 2024, it’s essential to assess the current state of the stock and bond markets. The financial landscape continues to evolve, influenced by various economic, political, and global …

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]]> 5931 1st Quarter 2024 https://www.hgwealthmanagement.com/2024/04/10/1st-quarter-2024/ Wed, 10 Apr 2024 20:15:48 +0000 https://www.hgwealthmanagement.com/?p=5471 Key takeaways
► Stellar stock performance
► Sticky inflation
► Fewer Fed Rate Cuts (if any)
► Government debt tremors
► Add to stocks on pullbacks

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Update on the Markets:

Index1st Quarter 2024Full Year 2024
S & P 500 (Large US Stocks)10.56%10.56%
Russell 2000 (Small US Stocks)5.18%5.18%
FTSE All-World ex-US (International Stocks)4.72%4.72%
Barclays US Aggregate (Bonds)(0.78%)(0.78%)
…

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]]> 5471 4th Quarter 2023 https://www.hgwealthmanagement.com/2024/01/11/4th-quarter-2023/ Thu, 11 Jan 2024 15:22:00 +0000 https://www.hgwealthmanagement.com/?p=5333 Key takeaways
► Market goes gangbusters
► It’s Goldilocks for now
► Recession still possible
► Smaller stocks getting some love
► Ride the front-end of the curve

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Update on the Markets:

Index4th Quarter 2023Full Year 2023
S & P 500 (Large US Stocks)11.69%26.29%
Russell 2000 (Small US Stocks)14.03%16.93%
FTSE All-World ex-US (International Stocks)9.76%16.20%
Barclays US Aggregate (Bonds)6.82%5.53%
…

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]]> 5333 3rd Quarter 2023 https://www.hgwealthmanagement.com/2023/10/10/3rd-quarter-2023/ Tue, 10 Oct 2023 20:57:06 +0000 https://www.hgwealthmanagement.com/?p=5073 Key takeaways
► Market downtrend
► Several Threats
► Growing federal debt
► Safety in bonds

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Update on the Markets:

Index3rd Quarter 2023Full Year 2023
S & P 500 (Large US Stocks)(3.27%)13.07%
Russell 2000 (Small US Stocks)(5.13%)2.54%
FTSE All-World ex-US (International Stocks)(3.32%)5.86%
Barclays US Aggregate (Bonds)(3.23%)(1.21%)
…

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]]> 5073 2nd Quarter 2023 https://www.hgwealthmanagement.com/2023/07/28/2nd-quarter-2023/ Fri, 28 Jul 2023 22:57:19 +0000 https://www.hgwealthmanagement.com/?p=4960 Key takeaways
► Stocks climb higher
► Resilient US economy
► Bull case for stocks
► Bear case for stocks
► Attractive rates in bonds

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Update on the Markets:

Index2nd Quarter 2023Full Year 2023
S & P 500 (Large US Stocks)8.74%16.89%
Russell 2000 (Small US Stocks)5.21%8.09%
FTSE All-World ex-US (International Stocks)2.75%9.50%
Barclays US Aggregate (Bonds)(0.84%)2.09%
…

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]]> 4960 Retirement and Depression https://www.hgwealthmanagement.com/2023/06/23/retirement-and-depression/ Fri, 23 Jun 2023 21:18:07 +0000 https://www.hgwealthmanagement.com/?p=4915 Retirement planning often is overwhelmingly about money: Did I save enough? Will my money last? What if I live longer than expected?

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Retirement planning often is overwhelmingly about money: Did I save enough? Will my money last? What if I live longer than expected? These questions are essential when reviewing various scenarios for funding your lifestyle after a paycheck no longer hits …

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]]> 4915 1st Quarter 2023 https://www.hgwealthmanagement.com/2023/04/14/1st-quarter-2023/ Fri, 14 Apr 2023 13:46:10 +0000 https://www.hgwealthmanagement.com/?p=4809 Key takeaways
► Good quarter for stocks and bonds
► Fed buying time
► Attractive yields in bonds
► Getting paid
► Add to stocks on pullbacks

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Update on the Markets:

Index1st Quarter 2023Full Year 2023
S & P 500 (Large US Stocks)7.40%7.40%
Russell 2000 (Small US Stocks)2.74%2.74%
FTSE All-World ex-US (International Stocks)6.57%6.57%
Barclays US Aggregate (Bonds)2.96%2.96%
…

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]]> 4809 Silicon Valley Bank Collapse https://www.hgwealthmanagement.com/2023/03/16/silicon-valley-bank-collapse/ Thu, 16 Mar 2023 21:54:33 +0000 https://www.hgwealthmanagement.com/?p=4764 Given the news headlines surrounding Silicon Valley Bank (SVB), I want to provide you with a market update.

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Given the news headlines surrounding Silicon Valley Bank (SVB), I want to provide you with a market update. Of course, volatile times in the market are often the worst times to make changes, so I don’t recommend any action. Nevertheless, …

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