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for YOU in retirement

The AssetLock Advantage

AssetLock monitors the investor’s household portfolio value and AssetLock Value and communicates key changes to both the investor and financial advisor. This approach helps the investor capture portfolio gains and reduce the potential for losses by keeping the portfolio strategy and investor’s risk tolerance aligned.

LAFAYETTE FINANCIAL ADVISORS

Hux Capital Management

We are dedicated to providing you a customized retirement and investment plan that will last your lifetime and beyond. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, located in Lafayette, Louisiana, our primary focus is to provide unbiased advice that is designed to achieve long term investment results. The decisions we make on your portfolio are based on math and science and not buy and hold.

We strive to provide you with the highest level of professional investment education, informed planning, direction, and consultation, along with the highest level of customer service in the industry. No matter your investment level, each and every client will receive these benefits, with the highest degree of trust, integrity, and respect, while constantly collaborating using a team approach.

Meet Randy Hux

Randy Hux, Founder and President, is passionate about providing you with unique solutions and education about your retirement and investments.

Our Approach

We have the most transparent process for your retirement and investment needs. Our processes are simple and easy to understand. They are designed to build you a secured future.

How we're different

We operate with a high level of character and integrity. You will find that we are thorough and we want to know your concerns and needs intimately.

Latest Blog Articles

August 5, 2024

8.5.24 Weekly Market Commentary

August 09, 20243 min read

Monday, August 5, 2024

This week's insights from Simplicity Wealth's

Thomas Rozman, CFA, CAIA | Partner & Chief Investment Officer

Matthew Opsal | Senior Manager Research Analyst

Week In Review

Style Box Returns

Economic data can sometimes be an enigma to the financial markets. Depending on the context of a report and other contributing factors, the same headline can support either positive or negative market sentiment. Unfortunately, there was no such mystery to be divined last week, as bad news was simply bad news. The opening salvo was the release of the ISM manufacturing survey that showed the lowest level of activity since last November. That bulletin was followed by a daunting employment update. Payroll gains were much weaker than expected and the unemployment rate rose to its highest level since 2021. 3 That backdrop and subsequent earnings disappointments by bellwether firms were tinder for high relative equity valuations and fueled adverse equity momentum that not even an optimistic post-meeting Federal Reserve policy statement could stave off. Bond yields declined across the curve, with the 10-year U.S. Treasury yield hitting a low of 3.72%. 4 Stock indices all succumbed to recession fears and the S&P 500 declined -2.1%, its worst performance since 2022. 5

Index Stats

This Week

The financial markets will have a relatively pedestrian week for economic data. The companion to last week’s manufacturing survey, the ISM services report, will be released on Monday. The earnings parade continues with Caterpillar and Owens Corning providing insight into the strength of construction, infrastructure, and home building expenditures.

Yield Curve

Portfolio Themes

Changes in the macroeconomic regime often foreshadow the greatest risk to sector valuations and equity momentum. Currently, the sector with the best combination of momentum and valuation factors would be communication services, followed by utilities, real estate, and energy. Simplicity provides access to a curated roster of third-party managers that explicitly utilize business cycle changes to determine suitable market sector allocations, capture risk premiums and reduce model portfolio risk.

Portfolio Themes: Sector Valuations and Momentum

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Data: Unless otherwise noted, data for charts, graphs, and tables is sourced from Morningstar Direct. Portfolio Themes chart sourced from Columbia Threadneedle. 1Style box returns use various Russell indices tied to specific areas of the market cap (vertical) and style (horizontal) spectrums.

2 Index Statistics: P/E TTM – Calculated by dividing an investment’s price by the trailing 12-month earnings per share value. Yield – Expected dividend-per-share divided by current share price. Table statistics are updated monthly. MSCI indices represent broad global and international equity markets. Indices are typically not available for direct investment, are unmanaged, and do not incur fees or expenses. Past performance does not guarantee future results.

3 CNBC.

4 YCharts.

5 www.marketwatch.com. Weekly commentary and investment advisory services are provided by Simplicity Wealth, LLC a SEC Registered Investment Adviser. Registration does not imply a certain level of skill or training. The information provided is for informational purposes only and does not constitute any form of advice or recommendation. The information contained within has been obtained from various sources and is believed to be accurate at the time of publication

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Simplicity Wealth

Thomas Rozman, CFA, CAIA | Partner & Chief Investment Officer Matthew Opsal | Senior Manager Research Analyst

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HUX CAPITAL MANAGEMENT

Headquarters

Located in Lafayette, Louisiana and primarily serving Acadiana.

337.366.9892 Call or Text

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OUR LOCATION

Where to find us?

4023 Ambassador Caffery Pkwy

Suite 201

Lafayette, LA 70503

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Hux Capital Management - Lafayette Fiduciary Services, Financial, Investment, Annuity, Insurance, 401k Advisor

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than where legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Hux Capital Management, LLC and Randy Hux are not affiliated with or endorsed by the Social Security Administration or any government agency.

Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs.

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Copyright 2023 Hux Capital Management.
All Rights Reserved.