HFS Weekly Insights

Harrison Financial Services is committed to providing ongoing education and insights related to holistic wealth management. Sean Lynch, CFA, and members of the Harrison Financial Services Investment Committee provide Weekly updates to ensure our clients, colleagues and industry partners are well informed on the latest industry trends and market movements.

The opinions expressed are those of Harrison Financial Services as of the date stated on each communication and are subject to change. The investment professionals at Harrison Financial Services provide views and commentary on the current marketplace. This information is designed as general commentary regarding our views on the relative attractiveness of different asset classes and asset allocation strategies. This material does not constitute investment advice and is not intended as an endorsement of any specific investment or security.

Keep in mind that this viewpoint can and will change as valuations and economic variables evolve. These views are made in the context of a well-diversified portfolio, not in isolation, and are not a recommendation for individual investors. Decisions about investments should always be made on an individual basis or in consultation with a financial advisor, based on an individual’s preferred risk levels and long-term goals.

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What will the Ides of March Bring?

March 3, 2023

January’s strong start for equities was met with a downbeat February. The S&P 500 was off 2.44% for the month with the Dow Jones Industrials Average falling 3.94%. Read the full article here.

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Bond Yields Begin to Rise….Again

February 22, 2023

Stocks suffered through a tough week, and it might have the bond market to blame. Through the first month of the year, bond yields declined while equities staged a comeback from last year’s woes. This week saw a reversal of that trend. Read the full article here.

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Stat of the Week

February 17, 2023

I’m not sure much can be drawn from the above statistic, but it clearly shows stocks do better with the “Wearin O’the Green” rather than on “Heart” day. The same might be said of the Super Bowl Effect, a theory that stock prices fall the year an AFC team wins the Super Bowl. Read the full article here.

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And the Last Shall be First

February 10, 2023

Chasing last year’s winners is a mistake investors often succumb to in a new year. They may look at their 401(k) statement and investment lineups and question why they didn’t invest in this area or that area. Read the full article here.

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Earnings Trump the Fed

February 3, 2023

Super Bowl week brings plenty of press conferences, breaking news, and pundits opining on what will happen – not unlike what we experience every week in the financial market. This past week was a prime example. Read the full article here.

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An Encouraging Start for Bonds

January 20, 2023

We recently shared our 7 Views for 2023, our forecast of what HFS believes could take place in the coming year. This week we focus on View 4, as it relates to the fixed income market. Read the full article here.

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Learning From a Difficult Year

January 13, 2023

Looking back on down years in the market can be painful. However, for long-term investors it can be helpful and sometimes cathartic to look back on a tough year. Read the full article here.

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The Risk Pendulum Swings

December 15, 2022

This week, the biggest risk to the financial markets seemed to shift from the fears of rising inflation to the possibility of a U.S. recession in 2023. On Tuesday, the consumer price inflation (CPI) data registered at 7.1%, lower than the 7.7% rate in October. Read the full article here.

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A Tale of Two Indices

December 8, 2022

The Dow Jones Industrial Average (DJIA) is down 7.55% for the year while the S&P 500 is down 17.31%. This is one of the widest discrepancies in performance since the 1930s. Two indices that are both barometers for large cap stocks in the United States rarely diverge this much.

Read the full article here.

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Stoppage Time

December 1, 2022

Activity seemed to grind to a halt on Tuesday. NYSE trading volume declined precipitously that afternoon, likely due to the U.S. playing Iran in the World Cup. In many high schools a muffled roar could be heard when the U.S. scored their only goal on Tuesday.

Read the full article here.

Please remember that all investments carry some level of risk, including the potential loss of principal invested. Indexes and/or benchmarks are unmanaged and cannot be invested in directly. Returns represent past performance, are not a guarantee of future performance and are not indicative of any specific investment. Diversification and strategic asset allocation do not assure profit or protect against loss.