Key Tax Data 2016

Key Tax Data 2016

At HFG Trust, we understand that many of our clients and prospective clients file their own tax returns. Those that do not file their own taxes, may work closely with their accountants and CPA’s to explore different strategies to minimize Federal Tax Liability. Others may not file but are actively contributing to their retirement, whether through their employer 401k plans or into their own IRA’s.

Current Shiller Ratio

Current Shiller Ratio

At HFG, we have spoken extensively about the valuation metric known as the P/E Ratio. This is simply a multiple that compares price with earnings value not dissimilar to real estate metrics like price to square footage. 

On September 9, 2015 the C.A.P.E. had a reading of 24.62.   This is still above average and has been higher in only two other occurrences.  Those are, the Dot.com bubble and Black Tuesday of 1929.  We believe this metric should be monitored periodically as it provides good insight into the current investment climate we are in.

50 year Anniversary of Berkshire Hathaway

50 year Anniversary of Berkshire Hathaway

On February 28th, 2015 Berkshire Hathaway released the annual shareholder letter from Warren Buffett and Charlie Munger. Each is regarded as pillar in the investing community, with Buffett in particular being quoted and scrutinized for his current investment picks. There is a reason they call him the “Oracle of Omaha”.

Spending Shifts 2015

Spending Shifts 2015

The December 2, 2014 edition of the Wall Street Journal, front page headline read ” BASIC COSTS SQUEEZE FAMILIES”

As a result of the Great recession of 2009, many families have been changing their spending habits. The chart from the article illustrates the altering patterns.

Fraudulent Tax Calls

Fraudulent Tax Calls

It is our desire here at HFG to simplify your life by providing up to date information to your doorstep. The objective is to keep you from harm’s way. The latest news involves a potential tax scam.

With tax season in full swing, we are hearing of frequent tax scam phone calls and want to remind you to never give personal information to anyone over the phone claiming they are from the IRS.

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