2022 Second Quarter Capital Market Outlook
Henry+Horne Wealth Management President Michael Carlin discusses the current capital market environment.
Manage the Funds Podcast
Fourth quarter market commentary – Candyland
The last quarter of 2021 yielded mostly positive returns for equities and flat returns for fixed income securities. The S&P 500 gained 11.0% while the Bloomberg U.S. Aggregate Bond Index was flat. Markets were helped by delightful amounts of fiscal spending that contributed to an almost $1.2 trillion expansion in the U.S. public debt in …
Positioning yourself for early retirement
Who doesn’t dream of retiring early? More time for travel, to work on your house or to follow passions without worrying if it can pay the bills. For most of us it stays a dream, but it doesn’t have to. There are financial moves you can make today that will make your dream of early …
Coming to grips with persistent inflation
Following its best month of the year in October, the S&P 500 Index cooled off in November, falling 0.7%. The shift in performance was concentrated at the end of the month. The index fell 2.6% from November 24 to November 30 as news of the Omicron COVID variant swept the globe1. Even though the World …
Fourth quarter market outlook
Markets delivered bland returns during the third quarter—a welcome development considering the stellar returns achieved earlier in the year. Here’s where we stand. U.S. stocks, as proxied by the S&P 500, gained 0.6% while U.S. bonds, proxied by the Bloomberg U.S. Aggregate Bond Index, were nearly flat at 0.1%. Commodities were the top-performing asset class, …
Capital markets 2021 fourth quarter outlook
Henry+Horne Wealth Management President Michael Carlin discusses the current capital market environment, and what we can expect from the third quarter of 2021.
Divorcing? Don’t make a move until you know your current financial situation
Divorce is stressful. You’re saying goodbye to one future and heading out into an unexpected one. Where are you going to live? When will you see the kids? Who gets the dog? Should you still take that trip to Hawaii in June? There’s so much uncertainty. Take some of the worry out of it by …
Underinsured and overexposed – Has your home and auto insurance kept pace with the economy?
When it comes to planning for your future, ensuring you have the proper home and auto insurance coverage on your residential real estate assets remains critical to your long term success. Frequently, we see clients seeking discounted insurance to lower their premium cost, neglecting the bigger picture. The bigger picture – 1) adequately insure your …
Impact of the SECURE Act’s long term part-time 401(k) rules for restaurants
Offering a retirement plan program to your employee’s is essential to your overall benefits program. For restaurants there are some unique issues that you face due to typical high turnover, younger age demographic, lower wages and part-time status. It was pretty standard to be able to exclude these employee’s if they worked less than one …
Financial strategies for new stages of life
As a financial planner, I find myself working with people from all over life’s spectrum. People in the early stages of their careers, people building their career and family, those who are looking forward towards a fast-approaching retirement, people who’ve just retired, and others who have been retired for quite some time. I can tell …
Manage the Funds Podcast
Financial news – anytime, anywhere. Get expert insight on the latest topics that impact your bottom line with our podcast.
Sign up to receive the podcast