At HK Financial Services, our team’s priority is to build your unique wealth management strategy around what is most important to you – your goals, dreams, and time horizons. By combining the expertise of your CPA firm and the wealth management expertise of HKFS, you experience an all-encompassing and tax-efficient approach to financial planning.
Overview: Stocks around the globe moved higher last week as trade developments included the announcement that U.S. and China plan to meet for talks in early October. Emerging markets led the way with the MSCI EM index
America is a charitable nation. More than two-thirds of Americans (68%) give to charity each year1. That means you probably do too.
Approximately 90% of high net worth households gave to charity in 2017 and contributed an average
Overview: Stocks continued to oscillate last week, as investors digested the latest in U.S.-China trade war tensions. Both U.S. and international stocks finished in positive territory for the week, led by the S&P 500 index, which was
Overview: U.S.-China trade tensions continued to dominate headlines this past week. China announced tariffs of 5% to 10% on $75 billion of goods, including autos and oil. The U.S. retaliated on Friday with higher tariffs, sending domestic
Buy-sell agreements: Key components to a successful business transition
By Financial Planning Consultants; Cara Miller, CFP® and James Milford, CFP®
For many business owners, their company is their single largest holding and the key to a successful retirement. Planning well ahead of departure will help ensure
Overview: Trade tensions escalated last week as China devalued its currency and the U.S. responded by labeling China a currency manipulator. U.S. stocks were down -0.5% and 10-year U.S. Treasury yields fell 12 basis points (bps)
Overview: Stock markets traded lower last week and yesterday, Aug. 5, as markets reacted mainly to tariff escalations in trade with China. The S&P 500 fell about 6% over the six-day period, and the selloff extended
Overview: Stocks were mixed across the globe last week with emerging markets (MSCI EM) leading the way with a positive 0.8% return, while U.S. stocks closed lower. Markets lost momentum late in the week following mixed
Overview: Global equities were mixed last week in a quiet summer trade, with U.S. stocks up marginally following testimony from Federal Reserve Chairman Jerome Powell. The Fed chair described the U.S. economy “in a very good place,” and that
Overview: Stocks were mixed on the week, as investors kept a close eye on geopolitical events and the outcome of the weekend G20 (Group of 20) summit in Tokyo. Despite concerns around a slowing global economy, trade