Posts for category: Investments

Investments

January 12, 2018 / Brian Fisher

Bonds in a Rising Interest Rate Environment

Back in 2010, I remember hearing a portfolio manager from one of the large mutual fund companies, warning about interest rate risk to bond portfolios. This was back in the […]

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Investments

August 31, 2017 / Thomas Balis

A Bit About Bitcoin – Your Questions Answered

Recently, one of our financial planners mentioned that he’d had several client inquiries about Bitcoin.  Indeed, there are few topics that have garnered more attention from the financial community in […]

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Investments

June 9, 2017 / Craig Eppler

What is Smart Beta?

If you have opened a Bloomberg magazine, read a Financial Times article, or turned on CNBC, chances are you have come across Wall Street’s newest invention: smart beta. Smart beta […]

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Investments

March 2, 2017 / Timothy Grove

Portfolio Rebalancing- The Hows and the Whys

Because portfolio rebalancing affects all HFA clients, it merits an in-depth discussion.  As our clients know, we do not believe in “market timing” or in making investment decisions based on […]

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Investments

January 20, 2017 / Thomas Balis

What does ESG investing mean?

A client recently asked me, “What kind of socially responsible investment choices does HFA make available for clients?”  My initial response was something like, “What does socially responsible investing mean […]

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Investments

December 8, 2016 / Hoover Financial Advisors

Interest Rate Risk and Duration

Recently, a client expressed their concern about a rising interest rate environment and asked, “What exactly is bond duration and how are my bond holdings affected by interest rate changes?” […]

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Investments

September 29, 2016 / Thomas Balis

Style and Class Characteristics for Stocks

At our recent seminar, a client asked me the question, ‘What exactly is the difference between a growth stock and a value stock?’  While expanding multiples in a sustained low […]

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Investments

July 7, 2016 / Philip Gagliardi

Socially Conscious Investing: An Overview

At a recent “Lunch and Learn”, we asked our attendees for topics they would be interested in hearing about at future Lunch and Learns and/or blogs. One of the attendees […]

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