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April 26, 2022

2022 Second Quarter Capital Market Outlook

Good morning, everyone. It’s 11:00 this morning here in sunny Phoenix, Arizona. And we’re going to go ahead and get started with our second quarter capital market outlook. There is, as always, a tremendous amount of data that we have to get through. And before I go ahead and start opening up the charts and […]

January 18, 2022

Fourth quarter market commentary – Candyland

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 the fourth quarter alone. This deficit spending was partially funded by the $309 billion expansion in the Federal […]

December 13, 2021

Coming to Grips With Persistent Inflation

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 Health Organization (WHO) indicated it was too early to determine the impact of the new variant, markets were roiled nonetheless by reports of rapid spread and “heavily mutated characteristics”2. At the […]

October 27, 2021

Fourth Quarter Market Outlook

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, up 7% in the quarter leaving the Bloomberg Commodity Index up 29% for the year. Most of the commodity gains were generated by […]

October 25, 2021

Capital Markets 2021 Fourth Quarter Outlook

Good afternoon, everyone. Michael Carlin, President of Henry+Horne Wealth Management with your fourth quarter capital Markets outlook. I appreciate you all taking the time to tune in to do this live. Let’s just make sure we get the ground rules. Great. Number one, you can go ahead and ask questions. There’s a Q&A bar on […]

October 11, 2021

Underinsured and Overexposed – Has Your Home and Auto Insurance Kept Pace With the Economy?

Frequently, we see clients seeking discounted insurance to lower their premium cost, neglecting the bigger picture. The bigger picture – 1) adequately insure your home(s) and auto(s) with the right amount of coverage 2) shop carriers for the best pricing given your unique needs. So what do you need to be aware of? With home insurance […]

July 28, 2021

Capital Market Outlook Third Quarter Update

Welcome to the stock market of 2021! The market blasted off to a resoundingly solid start to the year in the 13th best six-month starts in market history!* Yet, despite that success, market participants are worried. Let’s take some time to pour over the biggest concerns and what the data says about each. As I always […]

May 6, 2021

Gig Economy May Leave You Underinsured

Companies like DoorDash, UberEats and Instacart experienced exponential increases in orders as the in-person U.S. economy shut down. As home delivery orders rapidly increased, the number of drivers for these companies multiplied to meet demand. Meanwhile during the shutdown, millions of jobs were lost leaving many to scramble to find alternative sources of income. The […]

April 13, 2021

Capital Markets 2021 Second Quarter Outlook

  Michael Carlin Good morning, everyone. So pleased that you’re here with us today for again, our capital market outlook. As you’ve all known to grow and love, we’re here with, of course, CIO Magic Man. Mr. He knows everything about the market. Looks 50 today, Joe Taiber. Good morning, Joe. How are you? Joe […]

January 15, 2021

Capital Markets 2021 First Quarter Outlook

Watch the video Michael Carlin Hello, everybody, it’s Michael Carlin, president of Henry+Horne Wealth Management. We’re here with your latest capital markets outlook. Michael Carlin This is critically important because this is the 2021 Capital Market Outlook and we’ve got too much stuff to cover. We also have our special guest, Joe Taiber, joining us. […]

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