Insight + Research

Hefter Report

HLM Capital Insight – March 2026

The escalating war with Iran has increased geopolitical risk across global financial markets.

HLM Capital Insight – December 2025

The S&P 500 Index continues to trade at a historically high multiple, supported by resilient economic growth, projections of future AI generated efficiencies and an expanding corporate earnings base.

HLM Capital Insight – August 2025

As summer winds down we want to take this opportunity to update our market views and tell you about a new initiative we are offering to our clients.

HLM Capital Insight – June/July 2025

The U.S. economy has entered the second half of 2025 on a stable footing. Growth has moderated but remains positive, supported by consumer activity and healthy corporate balance sheets.

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.

Hefter Archive Reports

2024 Archived Hefter Reports

2023 Archived Hefter Reports

2022 Archived Hefter Reports

2021 Archived Hefter Reports

2020 Archived Hefter Reports

2019 Archived Hefter Reports

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