The second quarter of 2022 was one of the worst on record for stocks as inflation and recession fears gripped markets. Why is inflation so bad for stocks? Is a recession possible? What happens next for stocks? Watch our latest video to find out.
Recent Videos
1st Quarter 2022 Economic and Financial Markets Summary
In our January video, we communicated that investors should be prepared for at least one 10% correction during the year. As the first quarter of 2022 came to an end, the S&P 500 experienced two 10% corrections. While two 10% corrections in a quarter are certainly noteworthy, the real story of 2022 has been the bond market. What has occurred in the bond market? In addition, what can investors expect in the coming quarters? Watch our latest video to find out.
4th Quarter 2021 Economic and Financial Markets Summary
Stocks in 2021 held off all threats, with the S&P 500 Index gaining a jaw-dropping 29% for the year. As we survey the various research firms and their forecasts for 2022, you will find analysts in one of two camps: Naysayers and Party Goers. Which camp is correct? Could it be possible that both camps are right? Watch our latest video to find out.
3rd Quarter 2021 Economic and Financial Markets Summary
Lately, much has been made about what could go wrong with financial markets. This is certainly understandable, as there is no shortage of potential problems. Yet with so much focus on what could go wrong with financial markets, perhaps it makes sense to discuss what could go right.
2nd Quarter 2021 Economic and Financial Markets Summary
The second quarter of 2021 ended with stocks trading at all-time highs and with the S&P 500 Index up 15% for the first six months of the year.
At HM Capital Management we feel the U.S. economy and the stock market are at a crossroads. One road leads to the U.S economy continuing to expand with a Goldilocks scenario of quality growth without the economy overheating. The other road leads to rapid economic expansion that requires the Federal Reserve to pump the brakes aggressively resulting in the likely end to the current bull market. Which is the right answer? Watch our latest video to find out.
1st Quarter 2021 Economic and Financial Markets Summary
The most common question we have received from clients over the last few months has been: How much longer can the upward trend in stocks last? This is a great question, given the massive rebound in stock prices following the 30% COVID-related decline from a year ago. The simple answer to the question is as long as the Federal Reserve is providing massive stimulus to the U.S. economy, stock prices will continue to grind higher.
Now that we have addressed the burning question on how long stocks can move higher, how did markets perform during the first quarter of 2021? Watch our latest video to find out.
4th Quarter 2020 Economic and Financial Markets Summary
Year 2020 will clearly be a year to remember and one for the history books. Many adjectives will be used to describe the year, including challenging, uncertain and stressful.
However, when it came to investing, perhaps the best word to describe 2020 is surprising. Why surprising? Stock markets managed to achieve strong gains for the year despite a global shutdown, peak U.S. unemployment of 15% and political uncertainty. Given the surprising gains for 2020, what can investors expect for 2021? Watch our latest video to find out.
3rd Quarter 2020 Economic and Financial Markets Summary
There is no shortage of headlines right now, with COVID-19, protests, elections and the Supreme Court nominee. In fact, we can’t recall a time when so many factors had a potential impact on financial markets. So, what is the current state of the stock market? How will a COVID-19 vaccine impact stocks over the next 3-6 months? What can investors expect from the upcoming elections? Watch our latest video to find out.
401(k) Loan Costs and Considerations
Do you currently have a 401(k) loan? Are you considering taking out a 401(k) loan? If so, there are many costs associated with a 401(k) loan that you should consider.