Insight & Research

Hefter Report

HLM Capital Insight – April 2025

We wanted to take a moment to provide an update on the current state of the stock market, particularly in light of recent economic developments.

The Hefter Report – March 2025

Equity markets have been quite volatile since the presidential inauguration in January as investors digest the new administration’s approach.

The Hefter Report – December 2024

As 2024 ends, we want to thank you. Whether you have been with us for a short time or several decades, we appreciate the trust and confidence you have placed in our team.

The Hefter Report – August 2024

US Equity markets have firmed significantly from the August 5th lows. Several macroeconomic trends have emerged and calmed the markets.

The Hefter Report – May 2024

US equities remain in an upward trend and are still our favorite asset class for this environment. Interest rates remain stable and barring a geopolitical event we don’t see rates moving aggressively either up or down

The Hefter Report – March 2024

Last year’s strong rally in the equity markets has continued into 2024. Insatiable interest in leading companies that support Artificial Intelligence (AI), data centers, software and database solutions have driven the equity indices to all-time highs.

2023 Archived Hefter Reports

2022 Archived Hefter Reports

2021 Archived Hefter Reports

2020 Archived Hefter Reports

2019 Archived Hefter Reports

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MI, NC, NJ, NM, NV, NY, OH, SC, TN, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2025 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX