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 …

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 market outlook third quarter update

With nearly 40 record highs posted by the S&P 500 this year, it’s hard to find a large group of analysts or investors who are feeling anything other than worried and fearful of what that means for market performance for the rest of the year and beyond. Welcome to the stock market of 2021! The …

2021 Tax Forecast

Michael Carlin, President of Henry+Horne Wealth Management and Phillip R. McCollum, Jr., CPA, JD, Partner with Henry+Horne talk about the current tax environment and what the new year will bring. 

Post election market outlook

The 2020 election will go down in the record books for a multitude of reasons. Early voters cast ballots in droves, with more than 101 million ballots sent largely through the mail. Not only that, despite surging COVID-19 numbers in the United States, the total vote count put the ballots cast count into record territory …