
The HFP Blog
Helping you spend more time the way you want.
Commentary: The Magnificent 7, AI, and Concentration Risk
We examine concentration risk from the "Magnificent 7" tech stocks dominating markets, drawing historical parallels to past technological revolutions and emphasizing balanced portfolio allocation over chasing recent winners.
Monday Markets: July 14, 2025
Quick high-level rundown of what we are paying attention to in markets.
Week In Perspective: Reflation narrative repriced as Fed strikes less-dovish tone [18-Jun-21]
The S&P 500 (-1.9%) and Nasdaq Composite (-0.3%) started the week at record highs, but the benchmark index ended the week down 2% as value/cyclical stocks sold off after the Fed's policy meeting. The Dow Jones Industrial Average (-3.5%) and Russell 2000 (-4.2%) succumbed to heavy losses of 3.5% and 4%, respectively.
Keep Calm and Revisit your Financial Plan
Markets can throw us off. It’s important to find out how (or if) markets movements impact you.