Thursday, March 19, 2020
No doubt, what we’re currently experiencing is unprecedented. I told my family we should all be journaling about the experience, the news headlines and how they made us feel, what the talking heads were saying on TV, and the...
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Wednesday, March 11, 2020
I am blessed with a number of clients who have been with me for decades. They have heard this message so many times, some of them can recite it from memory! “Climate” is what you expect, but “weather” is what...
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Monday, March 9, 2020
If there is anything that we have learned from the proverbial question, ‘how has my account performed?’ over the last 2 years it is that the answer to that question depends on exactly when you began investing. If you began...
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Wednesday, March 4, 2020
In our last blog post we highlighted the overbought state of the markets, mentioning that it was hard to put a bunch of money into the market at current price levels because historically we know that markets like to revert to the mean...
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Friday, February 14, 2020
Since our last market blog, the stories that drive the market have shifted drastically. While trade news and interest rates have begun to settle into a status quo, new developments have gone viral (pun intended). At the end of January...
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Wednesday, January 29, 2020
Clients, can you believe it is already the end of January? It's the time of year we begin receiving calls and emails about tax documents. So when should you expect to see your tax documents? Please note the following information for...
Read MoreOur partners at Cetera Investment Management have written an information piece on the Coronavirus. Enjoy. http://images.resources.cetera...
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Tuesday, December 31, 2019
2019 will be a year marked by news headlines. We experienced rate cuts, a trade war, a government shut down, Brexit delays, impeachment proceedings, and yet the market has returned staggering positive results. The tailwinds of a...
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Monday, December 16, 2019
Last Thursday the US and China finally reached a tentative Phase 1 (assuming of 2) trade agreement with China pending signatures. Over the closing 48 hours of last weeks trading, markets were thrown into volatile advances hinging on...
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Thursday, December 12, 2019
The Cetera Investment Management team has completed their Outlook 2020. This resource is chock full of good information to keep in mind as we move into 2020. To obtain a copy and discuss this piece with us please reach out via email or...
Read MoreThe whole team at HIS wishes you and your loved ones a happy Thanksgiving! We are very thankful for all of our clients we get to serve, and look forward to working together for years to come. Have a wonderful day, and tell someone what...
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Wednesday, November 20, 2019
Over the past month the harshness in trade negotiations has managed to subside with the current outlook remaining positive that the December 15th (set) tariffs will not take effect. With trade headlines and tweets being kept in check,...
Read MoreOur partners at Cetera Investment Management are keeping watch over global economies and outlooks. For more on Brexit specific news, see this piece. Spooked by Brexit?
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Friday, October 11, 2019
Since our last market commentary blog (just before Labor Day) the markets have pretty much remained in a similar state, chopping around violently between overbought and oversold conditions based on the most recent trade and tariff...
Read MoreHere is a link to some market thoughts by our partners at Cetera Investment Management. Enjoy Market Commentary
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Friday, September 6, 2019
Hopeful trade headlines hit the news outlets Thursday morning propelling the markets out of their choppy range, one that had formed since the beginning of August. The President and his top trade advisors announced that they have plans...
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Wednesday, August 14, 2019
Headlines, headlines, headlines…Lately this is what has been moving the market. While we have been meandering through earnings season the fundamentals of companies are being disregarded from the sentiment that drives the market,...
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Monday, August 5, 2019
In our previous blog we noted the Relative Strength Index (RSI) was signaling that the market was overbought and we were proceeding with caution. We felt an orderly pullback in the range of 3% would be healthy. Consequently, we...
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Wednesday, July 17, 2019
After the G-20 meeting, President Trump agreed that no more tariffs would be implemented for a short time period. Even though it was nothing definitive, just the positive verbiage was enough to help propel markets a bit higher. YTD...
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Tuesday, June 25, 2019
The S&P 500 resumed its trajectory towards all time highs last week after verbiage from the Federal Reserve’s Minutes meeting added fuel to buyers confidence. The conversation is now turning towards ‘How big?’ And...
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Tuesday, June 18, 2019
It has been a volatile month in the markets since our last blog post (up until the last 6 days). The S&P 500 swung downward 4.5% heading into the month of June before finding some technical support around the indices 200 day moving...
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Monday, May 13, 2019
Market declines subsided for a short period near the end of last week before news that China is responding to the newly levied tariffs from the US with tariffs of their own. President Trump took to Twitter again on Sunday evening and...
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Monday, May 6, 2019
Since our last blog post on March 4th we have seen the S&P 500 continue to trend higher gaining nearly 5%. While the move hasn’t been exactly straight upward, the levels of volatility (indicated by market declines) have been...
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Monday, March 4, 2019
It has been 1 month since our latest market blog post. Since then we have seen the SP500 trickle another roughly 2% higher bouncing around with headlines on trade and continued commentaries from Fed Reserve Chairman, Jerome Powell....
Read MoreMore and more talk and questions are coming in on the Marijuana industry. Here's some insight handed down from our home office.
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The entire team at HIS would like to send warm wishes and a Happy Birthday to Jim Hall! 60 years young, and the month of the 8 year anniversary of HIS' existence! Have a wonderful day, and a safe celebratory trip to Colorado with your...
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Friday, February 1, 2019
Make no mistake, there is a whole world of “investors” out there, who buy when they feel good, and sell when they feel bad. After all, it is easier to put more cash to work when you’ve been watching your account...
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Wednesday, January 30, 2019
When the market broke down in late September of 2018, it hit a low on Christmas Eve which represented a decline of just over 20%. Almost immediately, it began a bounce. Looking back, historically, over several decades such a decline...
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Monday, January 14, 2019
Dear Client's, This is a reminder on the details of Pershing's release of 2018 Tax Documents. January statement:Important Reminder for Pershing’s 2018 IRS Form 1099 (B, DIV, INT, MISC and OID): As a reminder, by February 15, 2019...
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