Hixon Zuercher Capital Management

Fee-only Registered Investment Advisor in Findlay, Ohio 45840

Adam C. Zuercher, CPA/PFS, CFP

Adam Zuercher is CEO & Chief Investment Officer of Hixon Zuercher Capital Management.

January 2020 Market Update Video

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Stocks were up in December. Investors showed guarded optimism, thanks to continuing trade negotiations between the U.S. and China as well as positive market data as the year came to a close.

Also, the Federal Reserve chose to end the year with a more “dovish” stance. After three rate cuts spread over the last year, it remains to be seen how long the Fed can hold its current monetary stance.

In this month’s video, Austin will discuss some more of the recent headlines that influenced the financial markets in December, and also provide some perspective on what these developments may mean in the months ahead. If you have any questions or concerns regarding your financial situation after viewing this video, please reach out to us at (419) 425-2400, or send us an email at hello@hzcapital.com. 

October 2019 Market Update Video

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In this video, I will share some key market and economic insights as we enter the final quarter of 2019 and this decade. Some of the items I cover in this video include:

  • An update of stock market performance for the year
  • Which sectors have been leading and lagging the US stock market
  • Our thoughts on the current economic expansion (which is the longest in US history)
  • A look at the long-term trend of the stock market and where we think we are headed from here
  • An update on dividend yields
  • Why we think the probability of a recession in the near future is low
  • The impact of the trade war with China
  • How tariffs have impacted the manufacturing (hint: it’s at the lowest level we’ve seen since 2009)
  • An update on the Federal Reserve and what we expect for interest rates the rest of this year
  • Some thoughts on the 2020 election and what you should focus on as an investor
  • Stats on market performance during October, November, December (historically the best quarter of the year)

As you can see, I cover a lot of information in this video. My goal was to give you a thorough update on what you need to know to be an informed investor in less than 15 minutes.

If you have any questions or concerns about your financial situation, please give us a call at (419) 425-2400, or send us an email at hello@hzcapital.com. We would be happy to talk with you!

July 2019 Market Update Video

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After a disappointing May, U.S. stock markets roared back in June. During the month, the S&P 500 reached a record high, while the Dow Industrials and the NASDAQ Composite came within a whisper of their historical peaks.

So, what fueled the rally?

Check out this video update to learn more about the major economic events from last month, and how they could have an effect on you as an investor. If you have any concerns or questions about your portfolio after watching this video, please give us a call at (419)425-2400, or send us an email at hello@hzcapital.com. We would be happy to talk with you!

Trade Tensions Linger – Weekly Update for May 28, 2019

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The Week on Wall Street

Stocks drifted lower last week as investors considered the possibility that the world’s two largest economies might take some time to resolve key trade issues.

The S&P 500 retreated 1.17%; the Nasdaq Composite, 2.29%; the Dow Jones Industrial Average, 0.69%. The concern over trade was felt elsewhere: the overseas developed markets benchmark, the MSCI EAFE, also lost 1.41% in five sessions.,

Market Waits for Further Trade Talk Cues

A compromise on tariffs between the U.S. and China did not seem forthcoming last week. Negotiations appeared stalled. Regardless, President Trump and Chinese President Xi are slated to meet at June’s G20 summit in Japan.

The Department of Commerce has effectively banned U.S. companies from doing business with Chinese tech giant Huawei, a major global player in 5G technology. Some analysts think China may respond with retaliatory measures.  

Leading Retailers Report Earnings

Big-box stores and other major retail chains announced first-quarter results last week. While some traditional department store chains disappointed (Kohl’s, JC Penney, Nordstrom), Macy’s recorded its sixth straight quarter of comparable sales growth. Target reported a 10.8% jump in earnings in the first quarter, Walmart announced Q1 gains in earnings and revenue, and Urban Outfitters saw record sales in Q1.,

Final Thought

As new chapters in the U.S.-China trade drama continue to unfold, remember that your investment approach is built around your long-term objectives and risk tolerance. There will always be day-to-day price changes; there will always be breaking news alerts. The disciplined, long-term investor stays the course through the ups and downs.    

THE WEEK AHEAD: KEY ECONOMIC DATA

Tuesday: The Conference Board’s latest monthly consumer confidence index.
Friday: May consumer spending numbers and May’s final University of Michigan consumer sentiment index (another important measure of consumer confidence levels).

THE WEEK AHEAD: COMPANIES REPORTING EARNINGS

Wednesday: Dick’s Sporting Goods (DKS), PVH (PVH)
Thursday: Costco (COST), Dell (DELL), Dollar General (DG), Ulta Beauty (ULTA)

 

May 2019 Market Update Video

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April was another positive month for the markets. All 3 of the major domestic indices posted gains, while the S&P 500 wrapped up its best 4 months of performance in almost 9 years.

So, what happened last month? We received stronger data updates than many people anticipated – especially for economic growth and corporate earnings. Watch the full video to learn more about the major economic events from the last month, and how they could have an effect on you as an advisor.

If you have any questions or concerns after viewing this video, please give us a call at (419)425-2400, or send us an email at hello@hzcapital.com

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