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.

Happy family in the park sunset light. family on weekend running together in the meadow

Investing in Social Fitness – Guaranteed Returns

September 28, 2023

Every human is hunting for happiness. We seek it through material things, food, drink, entertainment, exercise, vacations, jobs, etc. As we all know, some of these provide longer lasting fulfillment than others. Read the full article here.

Gender Equality Concept

Stock Market ≠ Economy

September 14, 2023

The German economy is in rough shape. After enduring a recession last winter, there are now fears that Europe’s biggest economy will re-enter yet another recession this year. Recent data showed that Germany manufacturing activity plunged at a rate not seen since June 2009, excluding the pandemic. Read the full article here.

Miniature people standing on a pile of coins

The Velocity of Money

June 29, 2023

Economists use the term “velocity of money” to describe the rate at which money is exchanged in an economy. I’ve also heard it described in a different way; that money is going to move until it slams into a target. Read the full article here.

Bull market, Financial and business concept

More Participants Join the Bull Market

June 19, 2023

Much has been written about the lack of breadth in the equity market this year: the fact that only a few stocks have been responsible for strong returns. This was covered just recently in our weekly commentary. Read the full article here.

Businessman touching the brain working of Artificial Intelligence (AI) Automation

Artificial Intelligence - A Watershed Moment?

June 7, 2023

Investing can sometimes feel like fashion. Trends come in and out of favor. Some prove to be real and durable, like the internet, mobile computing, and cloud software. Others end up being fads and flame out, never to live up to such heightened expectations or take much longer to materialize. Read the full article here.

Industry Leader

A Narrow Market, Breadth is Bad…. What does it Mean?

May 18, 2023

Financial professionals often use jargon to convey what is happening in the capital markets. The goal of jargon may be precision, but the end result is often confusion. Read the full article here.

Exhibition event hall blur background of trade show business, world or international expo showcase, tech fair, with blurry exhibitor tradeshow booth displaying product with people crowd

Berkshire Weekend

May 11, 2023

Omaha was once again fortunate to host the Berkshire Hathaway annual meeting. Investors from across the globe converged on Omaha to hear insights from 92-year-old Warren Buffett and 99-year-old Charlie Munger. Read the full article here.

Problem Solving Business can't stop effect of dominoes continuous toppled with business team feeling sad and stress in office background.

Market Gains Hold on A Shaky Foundation

May 3, 2023

A crowded week for corporate earnings took a back seat to some key economic and political developments. Read the full article here.

Storm Chaser Looking Up Side Near House To Dramatic Clouds Sky

Debt Ceiling Impacts Short Term Treasuries

April 27, 2023

Add “looming debt ceiling” to the list of most frequently heard phrases in 2023. Just as we grew weary of hearing about “transitory inflation” in 2022, we may grow tired of hearing about the debt ceiling in 2023. 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.