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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Lower But Still Not Low

November 10, 2022

Muddied midterm election results and a failing crypto exchange would normally dominate the market headlines for the week. However, they both took a backseat to the inflation data that came out on Thursday. Read the full article here.

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Optimism Wanes

November 3, 2022

Equity markets snapped a two-month losing streak ending October on a strong note. The S&P 500 rose 8.10% for the month and The Dow Jones Industrial Average was up 14.4%, which was its best month since January 1976. The NASDAQ composite was the laggard but still showed a return close to 4%. Read the full article here.

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A Case for Small Caps?

October 28, 2022

Small capitalization stocks are companies with market capitalizations of $2.3 billion or lower. Historically, these companies have had faster growth potential than larger companies but carry a higher level of risk. Read the full article here.

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Choppy Markets

October 20, 2022

The world has been in a heavy news cycle the past few weeks. We should be relishing in the slow pace of the summer doldrums. Instead, inflation, Ukraine, Taiwan, and Fed policy dominate our screens. Read the full article here.

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Earnings Take a Backseat

October 14, 2022

In over thirty years in the investment business, it has been my view that earnings and company fundamentals are what matter most to successful equity investing. Read the full article here.

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A Quarter to Remember or Maybe Forget

October 5, 2022

Equity markets had a rough third quarter with the S&P 500 down 4.88%, the Dow Jones Industrial Average fell 6.7%, and the NASDAQ was off 4.11%. These results only extended the already rough 2022 investors have experienced. Read the full article here.

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It’s Working

September 30, 2022

If anyone is doubting the impact of higher interest rates on the economy, look no further than the housing and auto markets. The demand destruction going on because of higher rates is starting to show up in the data and echoed by CEO comments as well.

Read the full article here.

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What a Wednesday

September 22, 2022

The following were the headlines on the frontpage of Thursday’s, The Wall Street Journal:

  • Fed Lifts Rate, Signals More, Sinking Stocks
  • Putin Calls Up Reservists, Hints at Nuclear Weapons
  • Home Sales Extend String of Declines

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.